BC
CEW

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

Bartlett & Co’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
Q4 		$13K Hold
750
– – ﹤0.01% 958
2023
Q3 		$13K Buy
+750
New +$13.2K ﹤0.01% 893

Other funds holding CEW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bartlett & Co's CEW Position: Q4 2023 in Review

Bartlett & Co held its WisdomTree Emerging Currency Strategy Fund (CEW) position steady in Q4 2023 at 750 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Bartlett & Co first reported a position in CEW in Q3 2023 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold CEW as of Q4 2023.

  • Bartlett & Co held 750 shares of WisdomTree Emerging Currency Strategy Fund worth $13K as of Q4 2023.
  • Bartlett & Co left its WisdomTree Emerging Currency Strategy Fund share count unchanged in Q4 2023.
  • WisdomTree Emerging Currency Strategy Fund made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #958 holding.
  • Bartlett & Co first reported a position in WisdomTree Emerging Currency Strategy Fund in Q3 2023 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.