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

OneDigital Investment 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
2018 Q3	–	Sell	-220	Closed	-$4K	–	1059
2018 Q2	$4K	Hold	220	–	–	﹤0.01%	1190
2018 Q1	$4K	Hold	220	–	–	﹤0.01%	1178
2017 Q4	$4K	Buy	+220	New	+$4.18K	﹤0.01%	1104
2017 Q3	–	Sell	-220	Closed	-$4K	–	1055
2017 Q2	$4K	Buy	+220	New	+$4.08K	﹤0.01%	1079

Other funds holding CEW

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OneDigital Investment Advisors's CEW Position: Q3 2018 in Review

OneDigital Investment Advisors sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q3 2018, closing a stake of 220 shares — an estimated $4K sold.

OneDigital Investment Advisors first reported a position in CEW in Q2 2017 and held it in 4 quarters. The position peaked at $4K in Q2 2018. 19 funds tracked by Wall St. Rank hold CEW as of Q3 2018.

OneDigital Investment Advisors reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q3 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 220 WisdomTree Emerging Currency Strategy Fund shares in Q3 2018, an estimated $4K.
OneDigital Investment Advisors first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2017 and held it in 4 quarters.
OneDigital Investment Advisors's WisdomTree Emerging Currency Strategy Fund position peaked at $4K in Q2 2018.
19 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q3 2018.

Based on OneDigital Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.