Cetera Investment Advisers
CEW

Cetera Investment Advisers’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Cetera Investment Advisers’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
-25,065
Closed -$469K – 3798
2024
Q3 		$469K Buy
+25,065
New +$456K ﹤0.01% 2696

Other funds holding CEW

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Susquehanna International Group
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WA
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
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
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

Cetera Investment Advisers's CEW Position: Q4 2024 in Review

Cetera Investment Advisers sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q4 2024, closing a stake of 25,065 shares — an estimated $469K sold.

Cetera Investment Advisers first reported a position in CEW in Q3 2024 and held it in 1 quarter. The position peaked at $469K in Q3 2024. 11 funds tracked by Wall St. Rank hold CEW as of Q4 2024.

  • Cetera Investment Advisers reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q4 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 25,065 WisdomTree Emerging Currency Strategy Fund shares in Q4 2024, an estimated $469K.
  • Cetera Investment Advisers first reported a position in WisdomTree Emerging Currency Strategy Fund in Q3 2024 and held it in 1 quarter.
  • Cetera Investment Advisers's WisdomTree Emerging Currency Strategy Fund position peaked at $469K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q4 2024.

Based on Cetera Investment Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.