Key Financial Inc’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Hold |
5,918
| – | – | 0.02% | 361 |
|
|
2025
Q1 | $104K | Hold |
5,918
| – | – | 0.02% | 352 |
|
|
2024
Q4 | $100K | Hold |
5,918
| – | – | 0.02% | 355 |
|
|
2024
Q3 | $111K | Hold |
5,918
| – | – | 0.02% | 337 |
|
|
2024
Q2 | $105K | Hold |
5,918
| – | – | 0.03% | 330 |
|
|
2024
Q1 | $105K | Hold |
5,918
| – | – | 0.03% | 317 |
|
|
2023
Q4 | $107K | Hold |
5,918
| – | – | 0.03% | 299 |
|
|
2023
Q3 | $103K | Hold |
5,918
| – | – | 0.03% | 284 |
|
|
2023
Q2 | $104K | Hold |
5,918
| – | – | 0.03% | 284 |
|
|
2023
Q1 | $104K | Hold |
5,918
| – | – | 0.04% | 273 |
|
|
2022
Q4 | $93.9K | Hold |
5,918
| – | – | 0.04% | 252 |
|
|
2022
Q3 | $94K | Hold |
5,918
| – | – | 0.04% | 255 |
|
|
2022
Q2 | $98K | Buy |
5,918
+400
| +7% | +$6.62K | 0.05% | 242 |
|
|
2022
Q1 | $98K | Hold |
5,518
| – | – | 0.05% | 252 |
|
|
2021
Q4 | $95K | Hold |
5,518
| – | – | 0.05% | 243 |
|
|
2021
Q3 | $98K | Hold |
5,518
| – | – | 0.06% | 229 |
|
|
2021
Q2 | $99K | Buy |
+5,518
| New | +$99K | 0.06% | 231 |
|