IFP Advisors’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

IFP Advisors’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	$1K	Hold	68	–	–	﹤0.01%	2184
2018 Q4	$1K	Sell	68 -9,551	-99%	-$174K	﹤0.01%	3280
2018 Q3	$175K	Buy	9,619 +305	+3%	+$5.58K	0.01%	1147
2018 Q2	$173K	Sell	9,314 -458	-5%	-$8.79K	0.01%	1144
2018 Q1	$190K	Hold	9,772	–	–	0.01%	1014
2017 Q4	$190K	Buy	9,772 +614	+7%	+$11.7K	0.01%	1019
2017 Q3	$174K	Buy	9,158 +410	+5%	+$7.78K	0.01%	1223
2017 Q2	$163K	Buy	8,748 +185	+2%	+$3.43K	0.01%	1240
2017 Q1	$157K	Sell	8,563 -740	-8%	-$13.3K	0.01%	1239
2016 Q4	$163K	Buy	9,303 +1,742	+23%	+$30.9K	0.01%	1158
2016 Q3	$138K	Sell	7,561 -97	-1%	-$1.75K	0.01%	1180
2016 Q2	$137K	Buy	7,658 +7,590	+11,162%	+$134K	0.01%	1165
2016 Q1	$1K	Buy	+68	New	+$1.14K	﹤0.01%	2181

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

IFP Advisors's CEW Position: Q1 2019 in Review

IFP Advisors held its WisdomTree Emerging Currency Strategy Fund (CEW) position steady in Q1 2019 at 68 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

IFP Advisors first reported a position in CEW in Q1 2016 and has held it in 13 quarters since. The position peaked at $190K in Q1 2018. 21 funds tracked by Wall St. Rank hold CEW as of Q1 2019.

IFP Advisors held 68 shares of WisdomTree Emerging Currency Strategy Fund worth $1K as of Q1 2019.
IFP Advisors left its WisdomTree Emerging Currency Strategy Fund share count unchanged in Q1 2019.
WisdomTree Emerging Currency Strategy Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #2184 holding.
IFP Advisors first reported a position in WisdomTree Emerging Currency Strategy Fund in Q1 2016 and has held it in 13 quarters since.
IFP Advisors's WisdomTree Emerging Currency Strategy Fund position peaked at $190K in Q1 2018.
21 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.