SEC 13F Intelligence

Algorithmic Investment Models, LLC / CXSE

Algorithmic Investment Models, LLC’s Wisdomtree Tr Position

Does Algorithmic Investment Models, LLC own Wisdomtree Tr (CXSE)? Not currently — the last reported position was 48.7K shares worth $2M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q3 2025
Shares
48.7K
% of Portfolio
+1.44%
Quarters Held
15
position exited

Position History CXSE

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202548.7K$2M+1.44%
Q2 202557.6K$2M+1.36%
Q1 202563.6K$2M+1.59%
Q4 202467.4K$2M+1.55%
Q3 202470.9K$2M+1.73%
Q2 202470.9K$2M+1.47%
Q1 202459.5K$2M+1.15%
Q4 202359.5K$2M+1.27%
Q3 202360.7K$2M+1.29%
Q2 202360.7K$2M+1.29%
Q1 202348.5K$2M+1.17%
Q4 202259.7K$2M+1.46%
Q3 202253.2K$2M+1.67%
Q1 202133.3K$2M+2.16%
Q4 202032.3K$2M+2.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Algorithmic Investment Models, LLC’s full portfolio or all institutional holders of CXSE.