Osaic Holdings
CEW

Osaic Holdings’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Osaic Holdings’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
Q2 		$3.86K Sell
200
-277
-58% -$5.37K ﹤0.01% 7054
2026
Q1 		$9.07K Hold
477
– – ﹤0.01% 6355
2025
Q4 		$9.03K Buy
477
+6
+1% +$114 ﹤0.01% 6404
2025
Q3 		$8.85K Hold
471
– – ﹤0.01% 6441
2025
Q2 		$8.8K Buy
471
+271
+136% +$4.91K ﹤0.01% 6228
2025
Q1 		$3.52K Sell
200
-525
-72% -$9.15K ﹤0.01% 6360
2024
Q4 		$12.3K Hold
725
– – ﹤0.01% 5651
2024
Q3 		$13.6K Buy
725
+525
+263% +$9.56K ﹤0.01% 5614
2024
Q2 		$3.54K Hold
200
– – ﹤0.01% 6340
2024
Q1 		$3.55K Hold
200
– – ﹤0.01% 6236
2023
Q4 		$3.6K Hold
200
– – ﹤0.01% 6301
2023
Q3 		$3.48K Hold
200
– – ﹤0.01% 6418
2023
Q2 		$3.53K Hold
200
– – ﹤0.01% 6461
2023
Q1 		$3.5K Sell
200
-109
-35% -$1.88K ﹤0.01% 6493
2022
Q4 		$5.37K Buy
+309
New +$5.06K ﹤0.01% 6254
2021
Q1 		– Sell
-141
Closed -$3K – 6814
2020
Q4 		$3K Hold
141
– – ﹤0.01% 5929
2020
Q3 		$2K Hold
141
– – ﹤0.01% 5826
2020
Q2 		$2K Hold
141
– – ﹤0.01% 5761
2020
Q1 		$2K Buy
+141
New +$2.52K ﹤0.01% 5650

Other funds holding CEW

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
1CP
17 Capital Partners Pheonix, Arizona $222M AUM 20.09% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 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 $6.56B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Osaic Holdings's CEW Position: Q2 2026 in Review

Osaic Holdings reduced its WisdomTree Emerging Currency Strategy Fund (CEW) stake by 58% in Q2 2026, selling an estimated $5.37K and leaving 200 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #7054.

Osaic Holdings first reported a position in CEW in Q1 2020 and has held it in 19 quarters since. The position peaked at $13.6K in Q3 2024. 12 funds tracked by Wall St. Rank hold CEW as of Q2 2026.

  • Osaic Holdings held 200 shares of WisdomTree Emerging Currency Strategy Fund worth $3.86K as of Q2 2026.
  • Osaic Holdings sold 277 WisdomTree Emerging Currency Strategy Fund shares in Q2 2026, an estimated $5.37K.
  • WisdomTree Emerging Currency Strategy Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7054 holding.
  • Osaic Holdings first reported a position in WisdomTree Emerging Currency Strategy Fund in Q1 2020 and has held it in 19 quarters since.
  • Osaic Holdings's WisdomTree Emerging Currency Strategy Fund position peaked at $13.6K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.