Private Advisor Group’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Private Advisor Group’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	-9,640	Closed	-$166K	–	1857
2020 Q2	$166K	Buy	+9,640	New	+$162K	﹤0.01%	1443
2014 Q4	–	Sell	-131	Closed	-$3K	–	1031
2014 Q3	$3K	Buy	+131	New	+$2.67K	﹤0.01%	1242

Other funds holding CEW

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Advisor Group's CEW Position: Q3 2020 in Review

Private Advisor Group sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q3 2020, closing a stake of 9,640 shares — an estimated $166K sold.

Private Advisor Group first reported a position in CEW in Q3 2014 and held it in 2 quarters. The position peaked at $166K in Q2 2020. 11 funds tracked by Wall St. Rank hold CEW as of Q3 2020.

Private Advisor Group reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 9,640 WisdomTree Emerging Currency Strategy Fund shares in Q3 2020, an estimated $166K.
Private Advisor Group first reported a position in WisdomTree Emerging Currency Strategy Fund in Q3 2014 and held it in 2 quarters.
Private Advisor Group's WisdomTree Emerging Currency Strategy Fund position peaked at $166K in Q2 2020.
11 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.