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Bartlett & Co Wealth Management’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Bartlett & Co Wealth Management’s Portfolio CEW Stock Details CEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-750
Closed -$14K – 1130
2024
Q3 		$14K Hold
750
– – ﹤0.01% 874
2024
Q2 		$13.3K Hold
750
– – ﹤0.01% 883
2024
Q1 		$13.3K Hold
750
– – ﹤0.01% 882
2023
Q4 		$13.5K Hold
750
– – ﹤0.01% 954
2023
Q3 		$13.1K Buy
+750
New +$13.1K ﹤0.01% 896