IFG Advisory’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

IFG Advisory’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
2018 Q1	–	Sell	-9,471	Closed	-$442K	–	336
2017 Q4	$442K	Buy	+9,471	New	+$180K	0.1%	193

Other funds holding CEW

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

3AM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

IFG Advisory's CEW Position: Q1 2018 in Review

IFG Advisory sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q1 2018, closing a stake of 9,471 shares — an estimated $442K sold.

IFG Advisory first reported a position in CEW in Q4 2017 and held it in 1 quarter. The position peaked at $442K in Q4 2017. 22 funds tracked by Wall St. Rank hold CEW as of Q1 2018.

IFG Advisory reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q1 2018 after selling out during the quarter.
IFG Advisory sold 9,471 WisdomTree Emerging Currency Strategy Fund shares in Q1 2018, an estimated $442K.
IFG Advisory first reported a position in WisdomTree Emerging Currency Strategy Fund in Q4 2017 and held it in 1 quarter.
IFG Advisory's WisdomTree Emerging Currency Strategy Fund position peaked at $442K in Q4 2017.
22 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q1 2018.

Based on IFG Advisory's 13F filing for Q1 2018, filed 26 Apr 2018.