Live Your Vision’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Live Your Vision’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
2017 Q4	–	Sell	-500	Closed	-$9K	–	263
2017 Q3	$9K	Hold	500	–	–	﹤0.01%	183
2017 Q2	$9K	Buy	+500	New	+$9.27K	﹤0.01%	188
2013 Q4	–	Sell	-15,690	Closed	-$316K	–	41
2013 Q3	$316K	Sell	15,690 -329,654	-95%	-$6.62M	0.18%	29
2013 Q2	$6.92M	Buy	+345,344	New	+$7.19M	4.14%	10

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

LPL Financial San Diego, California $377B AUM 19.32% 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

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Live Your Vision's CEW Position: Q4 2017 in Review

Live Your Vision sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q4 2017, closing a stake of 500 shares — an estimated $9K sold.

Live Your Vision first reported a position in CEW in Q2 2013 and held it in 4 quarters. The position peaked at $6.92M in Q2 2013. 22 funds tracked by Wall St. Rank hold CEW as of Q4 2017.

Live Your Vision reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q4 2017 after selling out during the quarter.
Live Your Vision sold 500 WisdomTree Emerging Currency Strategy Fund shares in Q4 2017, an estimated $9K.
Live Your Vision first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2013 and held it in 4 quarters.
Live Your Vision's WisdomTree Emerging Currency Strategy Fund position peaked at $6.92M in Q2 2013.
22 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q4 2017.

Based on Live Your Vision's 13F filing for Q4 2017, filed 25 Jan 2018.