Fidelity Investments
CEW

Fidelity Investments’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Fidelity Investments’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
Q1 		– Sell
-11
Closed -$198 – 5399
2023
Q4 		$198 Buy
+11
New +$195 ﹤0.01% 4887
2019
Q1 		– Sell
-1
Closed – – 3646
2018
Q4 		$0 Buy
+1
New +$18 ﹤0.01% 3562

Other funds holding CEW

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 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
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Fidelity Investments's CEW Position: Q1 2024 in Review

Fidelity Investments sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q1 2024, closing a stake of 11 shares — an estimated $198 sold.

Fidelity Investments first reported a position in CEW in Q4 2018 and held it in 2 quarters. The position peaked at $198 in Q4 2023. 12 funds tracked by Wall St. Rank hold CEW as of Q1 2024.

  • Fidelity Investments reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 11 WisdomTree Emerging Currency Strategy Fund shares in Q1 2024, an estimated $198.
  • Fidelity Investments first reported a position in WisdomTree Emerging Currency Strategy Fund in Q4 2018 and held it in 2 quarters.
  • Fidelity Investments's WisdomTree Emerging Currency Strategy Fund position peaked at $198 in Q4 2023.
  • 12 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.