OPS
CEW

Orion Portfolio Solutions’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-220
Closed -$4K – 691
2020
Q2 		$4K Hold
220
– – ﹤0.01% 1531
2020
Q1 		$4K Hold
220
– – ﹤0.01% 1346
2019
Q4 		$4K Buy
+220
New +$4.08K ﹤0.01% 1298

Other funds holding CEW

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Orion Portfolio Solutions's CEW Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q3 2020, closing a stake of 220 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in CEW in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 11 funds tracked by Wall St. Rank hold CEW as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 220 WisdomTree Emerging Currency Strategy Fund shares in Q3 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in WisdomTree Emerging Currency Strategy Fund in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's WisdomTree Emerging Currency Strategy Fund position peaked at $4K in Q2 2020.
  • 11 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.