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

Gradient 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
2021 Q2	–	Sell	-168	Closed	-$3K	–	1158
2021 Q1	$3K	Hold	168	–	–	﹤0.01%	942
2020 Q4	$3K	Hold	168	–	–	﹤0.01%	876
2020 Q3	$3K	Hold	168	–	–	﹤0.01%	882
2020 Q2	$3K	Hold	168	–	–	﹤0.01%	820
2020 Q1	$3K	Hold	168	–	–	﹤0.01%	844
2019 Q4	$3K	Sell	168 -438	-72%	-$8.13K	﹤0.01%	879
2019 Q3	$11K	Hold	606	–	–	﹤0.01%	639
2019 Q2	$11K	Hold	606	–	–	﹤0.01%	623
2019 Q1	$11K	Hold	606	–	–	﹤0.01%	531
2018 Q4	$11K	Hold	606	–	–	﹤0.01%	557
2018 Q3	$11K	Hold	606	–	–	﹤0.01%	612
2018 Q2	$11K	Hold	606	–	–	﹤0.01%	590
2018 Q1	$12K	Hold	606	–	–	﹤0.01%	585
2017 Q4	$12K	Buy	+606	New	+$11.5K	﹤0.01%	557
2017 Q3	–	Sell	-871	Closed	-$16K	–	298
2017 Q2	$16K	Hold	871	–	–	﹤0.01%	416
2017 Q1	$16K	Sell	871 -1,634	-65%	-$29.4K	﹤0.01%	438
2016 Q4	$44K	Sell	2,505 -357	-12%	-$6.33K	﹤0.01%	278
2016 Q3	$52K	Sell	2,862 -2,601	-48%	-$47K	0.01%	262
2016 Q2	$98K	Sell	5,463 -1,011	-16%	-$17.8K	0.01%	214
2016 Q1	$115K	Sell	6,474 -82,429	-93%	-$1.38M	0.01%	204
2015 Q4	$1.49M	Sell	88,903 -492,886	-85%	-$8.41M	0.2%	94
2015 Q3	$9.77M	Buy	581,789 +13,035	+2%	+$226K	1.39%	17
2015 Q2	$10.3M	Buy	568,754 +42,516	+8%	+$786K	1.42%	18
2015 Q1	$9.57M	Buy	+526,238	New	+$9.64M	1.43%	17

Other funds holding CEW

CWM

Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

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

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

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

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

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

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

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Gradient Investments's CEW Position: Q2 2021 in Review

Gradient Investments sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q2 2021, closing a stake of 168 shares — an estimated $3K sold.

Gradient Investments first reported a position in CEW in Q1 2015 and held it in 24 quarters. The position peaked at $10.3M in Q2 2015. 10 funds tracked by Wall St. Rank hold CEW as of Q2 2021.

Gradient Investments reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q2 2021 after selling out during the quarter.
Gradient Investments sold 168 WisdomTree Emerging Currency Strategy Fund shares in Q2 2021, an estimated $3K.
Gradient Investments first reported a position in WisdomTree Emerging Currency Strategy Fund in Q1 2015 and held it in 24 quarters.
Gradient Investments's WisdomTree Emerging Currency Strategy Fund position peaked at $10.3M in Q2 2015.
10 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q2 2021.

Based on Gradient Investments's 13F filing for Q2 2021, filed 12 Jul 2021.