Carson Wealth (CWM LLC)’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Carson Wealth (CWM LLC)’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
2026 Q1	$4.17K	Hold	220	–	–	﹤0.01%	5084
2025 Q4	$4K	Hold	220	–	–	﹤0.01%	4872
2025 Q3	$4K	Hold	220	–	–	﹤0.01%	4795
2025 Q2	$4K	Hold	220	–	–	﹤0.01%	4664
2025 Q1	$4K	Hold	220	–	–	﹤0.01%	4519
2024 Q4	$4K	Hold	220	–	–	﹤0.01%	4279
2024 Q3	$4K	Hold	220	–	–	﹤0.01%	4164
2024 Q2	$4K	Hold	220	–	–	﹤0.01%	3936
2024 Q1	$4K	Hold	220	–	–	﹤0.01%	3737
2023 Q4	$4K	Buy	+220	New	+$3.9K	﹤0.01%	3577
2022 Q1	–	Sell	-1,655	Closed	-$29K	–	3552
2021 Q4	$29K	Buy	+1,655	New	+$29K	﹤0.01%	1789
2021 Q2	$142K	Hold	7,812	–	–	﹤0.01%	1013
2021 Q1	$142K	Hold	7,812	–	–	﹤0.01%	1013
2020 Q4	$142K	Hold	7,812	–	–	﹤0.01%	1013
2020 Q3	$142K	Hold	7,812	–	–	﹤0.01%	1013
2020 Q2	$142K	Hold	7,812	–	–	﹤0.01%	1013
2020 Q1	$142K	Hold	7,812	–	–	﹤0.01%	1013
2019 Q4	$142K	Hold	7,812	–	–	﹤0.01%	1013
2019 Q3	$142K	Hold	7,812	–	–	﹤0.01%	1013
2019 Q2	$142K	Hold	7,812	–	–	﹤0.01%	1013
2019 Q1	$142K	Buy	+7,812	New	+$144K	﹤0.01%	1013

Other funds holding CEW

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

1CP

17 Capital Partners Pheonix, Arizona $222M AUM 20.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

BTI

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

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CEW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its WisdomTree Emerging Currency Strategy Fund (CEW) position steady in Q1 2026 at 220 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #5084.

Carson Wealth (CWM LLC) first reported a position in CEW in Q1 2019 and has held it in 21 quarters since. The position peaked at $142K in Q2 2021. 13 funds tracked by Wall St. Rank hold CEW as of Q1 2026.

Carson Wealth (CWM LLC) held 220 shares of WisdomTree Emerging Currency Strategy Fund worth $4.17K as of Q1 2026.
Carson Wealth (CWM LLC) left its WisdomTree Emerging Currency Strategy Fund share count unchanged in Q1 2026.
WisdomTree Emerging Currency Strategy Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5084 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree Emerging Currency Strategy Fund in Q1 2019 and has held it in 21 quarters since.
Carson Wealth (CWM LLC)'s WisdomTree Emerging Currency Strategy Fund position peaked at $142K in Q2 2021.
13 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.