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

American Portfolios Advisors’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
2022 Q3	$3.17K	Hold	200	–	–	﹤0.01%	2980
2022 Q2	$3.32K	Hold	200	–	–	﹤0.01%	2986
2022 Q1	$3.55K	Hold	200	–	–	﹤0.01%	3055
2021 Q4	$3.45K	Hold	200	–	–	﹤0.01%	3018
2021 Q3	$3.56K	Hold	200	–	–	﹤0.01%	2979
2021 Q2	$3.64K	Hold	200	–	–	﹤0.01%	2954
2021 Q1	$3.58K	Hold	200	–	–	﹤0.01%	2819
2020 Q4	$3.7K	Hold	200	–	–	﹤0.01%	2536
2020 Q3	$3.46K	Hold	200	–	–	﹤0.01%	2418
2020 Q2	$3.44K	Hold	200	–	–	﹤0.01%	2362
2020 Q1	$3.31K	Hold	200	–	–	﹤0.01%	2236
2019 Q4	$3.72K	Hold	200	–	–	﹤0.01%	2394
2019 Q3	$3.67K	Hold	200	–	–	﹤0.01%	2305
2019 Q2	$3.76K	Sell	200 -565	-74%	-$10.4K	﹤0.01%	2280
2019 Q1	$14K	Buy	765 +565	+283%	+$10.4K	﹤0.01%	1705
2018 Q4	$3.62K	Hold	200	–	–	﹤0.01%	1973
2018 Q3	$3.64K	Hold	200	–	–	﹤0.01%	2097
2018 Q2	$3.71K	Hold	200	–	–	﹤0.01%	2074
2018 Q1	$3.98K	Hold	200	–	–	﹤0.01%	1952
2017 Q4	$3.89K	Buy	+200	New	+$3.8K	﹤0.01%	1918

Other funds holding CEW

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

3LCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KFI

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

ACK

Andrew C. Karlinski $66M AUM 13.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

American Portfolios Advisors's CEW Position: Q3 2022 in Review

American Portfolios Advisors held its WisdomTree Emerging Currency Strategy Fund (CEW) position steady in Q3 2022 at 200 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2980.

American Portfolios Advisors first reported a position in CEW in Q4 2017 and has held it in 20 quarters since. The position peaked at $14K in Q1 2019. 11 funds tracked by Wall St. Rank hold CEW as of Q3 2022.

American Portfolios Advisors held 200 shares of WisdomTree Emerging Currency Strategy Fund worth $3.17K as of Q3 2022.
American Portfolios Advisors left its WisdomTree Emerging Currency Strategy Fund share count unchanged in Q3 2022.
WisdomTree Emerging Currency Strategy Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2980 holding.
American Portfolios Advisors first reported a position in WisdomTree Emerging Currency Strategy Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's WisdomTree Emerging Currency Strategy Fund position peaked at $14K in Q1 2019.
11 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.