Advisors Preferred’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Advisors Preferred’s Portfolio CEW Stock Details CEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,636	Closed	-$116K	–	176
2023 Q1	$116K	Buy	+6,636	New	+$114K	0.04%	96
2019 Q2	–	Sell	-5,194	Closed	-$95K	–	219
2019 Q1	$95K	Buy	+5,194	New	+$96K	0.03%	127

Other funds holding CEW

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Colonial Trust Spartanburg, South Carolina $790M AUM 27.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisors Preferred's CEW Position: Q2 2023 in Review

Advisors Preferred sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q2 2023, closing a stake of 6,636 shares — an estimated $116K sold.

Advisors Preferred first reported a position in CEW in Q1 2019 and held it in 2 quarters. The position peaked at $116K in Q1 2023. 12 funds tracked by Wall St. Rank hold CEW as of Q2 2023.

Advisors Preferred reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q2 2023 after selling out during the quarter.
Advisors Preferred sold 6,636 WisdomTree Emerging Currency Strategy Fund shares in Q2 2023, an estimated $116K.
Advisors Preferred first reported a position in WisdomTree Emerging Currency Strategy Fund in Q1 2019 and held it in 2 quarters.
Advisors Preferred's WisdomTree Emerging Currency Strategy Fund position peaked at $116K in Q1 2023.
12 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q2 2023.

Based on Advisors Preferred's 13F filing for Q2 2023, filed 4 Aug 2023.