Osaic Holdings
CEW icon

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
Q3 		$3.92K Hold
200
– – ﹤0.01% 7090
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% +$9.6K ﹤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 $1.19T AUM 51.51% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Transamerica Financial Advisors
Transamerica Financial Advisors St. Petersburg, Florida $1.24B AUM 21.59% 1-Year Est. Return

Osaic Holdings's CEW Position: Q3 2026 in Review

Osaic Holdings held its WisdomTree Emerging Currency Strategy Fund (CEW) position steady in Q3 2026 at 200 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #7090.

Osaic Holdings first reported a position in CEW in Q1 2020 and has held it in 20 quarters since. The position peaked at $13.6K in Q3 2024. 8 funds tracked by Wall St. Rank hold CEW as of Q3 2026.

  • Osaic Holdings held 200 shares of WisdomTree Emerging Currency Strategy Fund worth $3.92K as of Q3 2026.
  • Osaic Holdings left its WisdomTree Emerging Currency Strategy Fund share count unchanged in Q3 2026.
  • WisdomTree Emerging Currency Strategy Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #7090 holding.
  • Osaic Holdings first reported a position in WisdomTree Emerging Currency Strategy Fund in Q1 2020 and has held it in 20 quarters since.
  • Osaic Holdings's WisdomTree Emerging Currency Strategy Fund position peaked at $13.6K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.