Creative Financial Designs’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Creative Financial Designs’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
2019 Q1	–	Sell	-235	Closed	-$4K	–	569
2018 Q4	$4K	Hold	235	–	–	﹤0.01%	446
2018 Q3	$4K	Hold	235	–	–	﹤0.01%	552
2018 Q2	$4K	Hold	235	–	–	﹤0.01%	569
2018 Q1	$5K	Hold	235	–	–	﹤0.01%	494
2017 Q4	$5K	Hold	235	–	–	﹤0.01%	493
2017 Q3	$4K	Hold	235	–	–	﹤0.01%	529
2017 Q2	$4K	Hold	235	–	–	﹤0.01%	544
2017 Q1	$4K	Hold	235	–	–	﹤0.01%	508
2016 Q4	$4K	Buy	+235	New	+$4.16K	﹤0.01%	494

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return

CFS

Ceros Financial Services Rockville, Maryland $316M AUM

Creative Financial Designs's CEW Position: Q1 2019 in Review

Creative Financial Designs sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q1 2019, closing a stake of 235 shares — an estimated $4K sold.

Creative Financial Designs first reported a position in CEW in Q4 2016 and held it in 9 quarters. The position peaked at $5K in Q1 2018. 21 funds tracked by Wall St. Rank hold CEW as of Q1 2019.

Creative Financial Designs reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q1 2019 after selling out during the quarter.
Creative Financial Designs sold 235 WisdomTree Emerging Currency Strategy Fund shares in Q1 2019, an estimated $4K.
Creative Financial Designs first reported a position in WisdomTree Emerging Currency Strategy Fund in Q4 2016 and held it in 9 quarters.
Creative Financial Designs's WisdomTree Emerging Currency Strategy Fund position peaked at $5K in Q1 2018.
21 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q1 2019.

Based on Creative Financial Designs's 13F filing for Q1 2019, filed 23 Apr 2019.