Key Financial Inc’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Key Financial Inc’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
2026 Q2	$107K	Sell	5,518 -303	-5%	-$5.88K	0.02%	413
2026 Q1	$110K	Hold	5,821	–	–	0.02%	396
2025 Q4	$110K	Sell	5,821 -97	-2%	-$1.85K	0.02%	378
2025 Q3	$112K	Hold	5,918	–	–	0.02%	380
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%	+$6.82K	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	+$101K	0.06%	231

Other funds holding CEW

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

1CP

17 Capital Partners Pheonix, Arizona $222M AUM 20.09% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Key Financial Inc's CEW Position: Q2 2026 in Review

Key Financial Inc reduced its WisdomTree Emerging Currency Strategy Fund (CEW) stake by 5.2% in Q2 2026, selling an estimated $5.88K and leaving 5,518 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #413.

Key Financial Inc first reported a position in CEW in Q2 2021 and has held it in 21 quarters since. The position peaked at $112K in Q3 2025. 9 funds tracked by Wall St. Rank hold CEW as of Q2 2026.

Key Financial Inc held 5,518 shares of WisdomTree Emerging Currency Strategy Fund worth $107K as of Q2 2026.
Key Financial Inc sold 303 WisdomTree Emerging Currency Strategy Fund shares in Q2 2026, an estimated $5.88K.
WisdomTree Emerging Currency Strategy Fund made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #413 holding.
Key Financial Inc first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2021 and has held it in 21 quarters since.
Key Financial Inc's WisdomTree Emerging Currency Strategy Fund position peaked at $112K in Q3 2025.
9 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.