Fusion Investment Group’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Fusion Investment Group’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
2015 Q1	–	Sell	-42,877	Closed	-$797K	–	109
2014 Q4	$797K	Buy	42,877 +321	+0.8%	+$6.2K	0.67%	32
2014 Q3	$838K	Sell	42,556 -3,874	-8%	-$78.9K	0.72%	22
2014 Q2	$955K	Buy	46,430 +9,248	+25%	+$189K	0.82%	18
2014 Q1	$750K	Buy	37,182 +14,119	+61%	+$279K	0.76%	22
2013 Q4	$463K	Buy	+23,063	New	+$467K	0.34%	65

Other funds holding CEW

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

MFP

Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return

3AM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fusion Investment Group's CEW Position: Q1 2015 in Review

Fusion Investment Group sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q1 2015, closing a stake of 42,877 shares — an estimated $797K sold.

Fusion Investment Group first reported a position in CEW in Q4 2013 and held it in 5 quarters. The position peaked at $955K in Q2 2014. 27 funds tracked by Wall St. Rank hold CEW as of Q1 2015.

Fusion Investment Group reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q1 2015 after selling out during the quarter.
Fusion Investment Group sold 42,877 WisdomTree Emerging Currency Strategy Fund shares in Q1 2015, an estimated $797K.
Fusion Investment Group first reported a position in WisdomTree Emerging Currency Strategy Fund in Q4 2013 and held it in 5 quarters.
Fusion Investment Group's WisdomTree Emerging Currency Strategy Fund position peaked at $955K in Q2 2014.
27 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q1 2015.

Based on Fusion Investment Group's 13F filing for Q1 2015, filed 15 May 2015.