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 Q3	$108K	Hold	5,518	–	–	0.02%	401
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

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Transamerica Financial Advisors St. Petersburg, Florida $1.24B AUM 21.59% 1-Year Est. Return

Key Financial Inc's CEW Position: Q3 2026 in Review

Key Financial Inc held its WisdomTree Emerging Currency Strategy Fund (CEW) position steady in Q3 2026 at 5,518 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #401.

Key Financial Inc first reported a position in CEW in Q2 2021 and has held it in 22 quarters since. The position peaked at $112K in Q3 2025. 8 funds tracked by Wall St. Rank hold CEW as of Q3 2026.

Key Financial Inc held 5,518 shares of WisdomTree Emerging Currency Strategy Fund worth $108K as of Q3 2026.
Key Financial Inc left its WisdomTree Emerging Currency Strategy Fund share count unchanged in Q3 2026.
WisdomTree Emerging Currency Strategy Fund made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #401 holding.
Key Financial Inc first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2021 and has held it in 22 quarters since.
Key Financial Inc's WisdomTree Emerging Currency Strategy Fund position peaked at $112K in Q3 2025.
8 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.