Wisdomtree China Ex State Owned Etf Profile
| CXSE Etf | USD 34.37 0.02 0.06% |
PerformanceOK
| Odds Of DistressLow
|
WisdomTree China is trading at 34.37 as of the 25th of March 2025, a 0.06 percent increase since the beginning of the trading day. The etf's lowest day price was 34.34. WisdomTree China has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Note, on July 12, 2023, Senator John Boozman of US Senate acquired under $15k worth of WisdomTree China's common stock.
Under normal circumstances, at least 80 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. More on WisdomTree China ex State Owned
Moving together with WisdomTree Etf
| 0.99 | KWEB | KraneShares CSI China | PairCorr |
| 0.99 | FXI | iShares China Large | PairCorr |
| 0.83 | ASHR | Xtrackers Harvest CSI | PairCorr |
| 1.0 | GXC | SPDR SP China | PairCorr |
| 0.99 | CQQQ | Invesco China Technology | PairCorr |
Moving against WisdomTree Etf
WisdomTree Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Theme ETFs, China Region, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2012-09-19 |
| Benchmark | WisdomTree China ex-State-Owned Enterprises Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 433.05 Million |
| Average Trading Valume | 47,510.6 |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Emerging Markets |
| Region | Asia-Pacific |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Karen Q. Wong, Richard A. Brown, Thomas J. Durante |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Aug |
| Exchange | NASDAQ |
| Number of Constituents | 208 |
| Market Maker | Jane Street |
| Total Expense | 0.32 |
| Management Fee | 0.32 |
| Country Name | USA |
| Returns Y T D | 14.96 |
| Currency Code | USD |
| Open Figi | BBG003D52F83 |
| In Threey Volatility | 35.38 |
| 1y Volatility | 33.18 |
| 200 Day M A | 29.9991 |
| 50 Day M A | 32.548 |
| Code | CXSE |
| Updated At | 25th of March 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.2) |
WisdomTree China ex State Owned [CXSE] is traded in USA and was established 2012-09-19. The fund is listed under China Region category and is part of WisdomTree family. The entity is thematically classified as Strategy ETFs. WisdomTree China currently have 758.98 M in assets under management (AUM). , while the total return for the last 3 years was -3.8%.
Check WisdomTree China Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree China ex State Owned Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
WisdomTree China Currency Exposure
WisdomTree China ex State Owned holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of WisdomTree China will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in WisdomTree China ex State Owned.
Top WisdomTree China ex State Owned Etf Constituents
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| EDU | New Oriental Education | Stock | Consumer Discretionary | |
| JD | JD Inc Adr | Stock | Consumer Discretionary | |
| YUMC | Yum China Holdings | Stock | Consumer Discretionary | |
| WHGRF | WH Group Limited | Pink Sheet | Packaged Foods | |
| TAL | TAL Education Group | Stock | Consumer Discretionary | |
| PIAIF | Ping An Insurance | Pink Sheet | Insurance—Life | |
| PDD | PDD Holdings | Stock | Consumer Discretionary |
WisdomTree China Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree China. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1196 | |||
| Jensen Alpha | 0.2096 | |||
| Total Risk Alpha | 0.2697 | |||
| Sortino Ratio | 0.1562 |
WisdomTree China Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in WisdomTree China ex State Owned. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
The market value of WisdomTree China is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree China's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree China's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree China's market value can be influenced by many factors that don't directly affect WisdomTree China's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree China's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree China is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree China's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.