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	Change in Stake	Trade Value	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	+$13.2K	﹤0.01%	896

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

Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Bartlett & Co Wealth Management's CEW Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q4 2024, closing a stake of 750 shares — an estimated $14K sold.

Bartlett & Co Wealth Management first reported a position in CEW in Q3 2023 and held it in 5 quarters. The position peaked at $14K in Q3 2024. 11 funds tracked by Wall St. Rank hold CEW as of Q4 2024.

Bartlett & Co Wealth Management reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q4 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 750 WisdomTree Emerging Currency Strategy Fund shares in Q4 2024, an estimated $14K.
Bartlett & Co Wealth Management first reported a position in WisdomTree Emerging Currency Strategy Fund in Q3 2023 and held it in 5 quarters.
Bartlett & Co Wealth Management's WisdomTree Emerging Currency Strategy Fund position peaked at $14K in Q3 2024.
11 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.