MA
CEW

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

MONECO 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
2025
Q3 		– Sell
-134,229
Closed -$2.51M – 500
2025
Q2 		$2.51M Buy
+134,229
New +$2.43M 0.23% 101

Other funds holding CEW

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MONECO Advisors's CEW Position: Q3 2025 in Review

MONECO Advisors sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q3 2025, closing a stake of 134,229 shares — an estimated $2.51M sold.

MONECO Advisors first reported a position in CEW in Q2 2025 and held it in 1 quarter. The position peaked at $2.51M in Q2 2025. 9 funds tracked by Wall St. Rank hold CEW as of Q3 2025.

  • MONECO Advisors reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q3 2025 after selling out during the quarter.
  • MONECO Advisors sold 134,229 WisdomTree Emerging Currency Strategy Fund shares in Q3 2025, an estimated $2.51M.
  • MONECO Advisors first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2025 and held it in 1 quarter.
  • MONECO Advisors's WisdomTree Emerging Currency Strategy Fund position peaked at $2.51M in Q2 2025.
  • 9 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q3 2025.

Based on MONECO Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.