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 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings's CEW Position: Q1 2026 in Review

Osaic Holdings held its WisdomTree Emerging Currency Strategy Fund (CEW) position steady in Q1 2026 at 477 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #6355.

Osaic Holdings first reported a position in CEW in Q1 2020 and has held it in 18 quarters since. The position peaked at $13.6K in Q3 2024. 13 funds tracked by Wall St. Rank hold CEW as of Q1 2026.

Osaic Holdings held 477 shares of WisdomTree Emerging Currency Strategy Fund worth $9.07K as of Q1 2026.
Osaic Holdings left its WisdomTree Emerging Currency Strategy Fund share count unchanged in Q1 2026.
WisdomTree Emerging Currency Strategy Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6355 holding.
Osaic Holdings first reported a position in WisdomTree Emerging Currency Strategy Fund in Q1 2020 and has held it in 18 quarters since.
Osaic Holdings's WisdomTree Emerging Currency Strategy Fund position peaked at $13.6K in Q3 2024.
13 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.