CT
CEW

Colonial Trust’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Colonial Trust’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
Q3 		– Sell
-723
Closed -$12.7K – 955
2023
Q2 		$12.7K Buy
+723
New +$12.7K ﹤0.01% 660

Other funds holding CEW

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $6.56B AUM 32.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Colonial Trust's CEW Position: Q3 2023 in Review

Colonial Trust sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q3 2023, closing a stake of 723 shares — an estimated $12.7K sold.

Colonial Trust first reported a position in CEW in Q2 2023 and held it in 1 quarter. The position peaked at $12.7K in Q2 2023. 13 funds tracked by Wall St. Rank hold CEW as of Q3 2023.

  • Colonial Trust reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q3 2023 after selling out during the quarter.
  • Colonial Trust sold 723 WisdomTree Emerging Currency Strategy Fund shares in Q3 2023, an estimated $12.7K.
  • Colonial Trust first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2023 and held it in 1 quarter.
  • Colonial Trust's WisdomTree Emerging Currency Strategy Fund position peaked at $12.7K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q3 2023.

Based on Colonial Trust's 13F filing for Q3 2023, filed 13 Nov 2023.