Transamerica Financial Advisors’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Transamerica Financial Advisors’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	$395	Sell	20 -1	-5%	-$19	﹤0.01%	1525
2025 Q4	$394	Hold	21	–	–	﹤0.01%	1408
2025 Q3	$393	Hold	21	–	–	﹤0.01%	1350
2025 Q2	$391	Hold	21	–	–	﹤0.01%	448
2025 Q1	$1K	Hold	21	–	–	﹤0.01%	437
2024 Q4	$1K	Hold	21	–	–	﹤0.01%	429
2024 Q3	$1K	Hold	21	–	–	﹤0.01%	435
2024 Q2	$1K	Hold	21	–	–	﹤0.01%	411
2024 Q1	$1K	Hold	21	–	–	﹤0.01%	454
2023 Q4	$1K	Hold	21	–	–	﹤0.01%	406
2023 Q3	$1K	Hold	21	–	–	﹤0.01%	432
2023 Q2	$1K	Hold	21	–	–	﹤0.01%	404
2023 Q1	$1K	Hold	21	–	–	﹤0.01%	399
2022 Q4	$1K	Hold	21	–	–	﹤0.01%	447
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	420
2022 Q2	$1K	Buy	+21	New	+$358	﹤0.01%	429
2020 Q3	–	Sell	-21	Closed	-$1K	–	214
2020 Q2	$1K	Buy	+21	New	+$354	﹤0.01%	337

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

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

SPIA

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

Transamerica Financial Advisors's CEW Position: Q1 2026 in Review

Transamerica Financial Advisors reduced its WisdomTree Emerging Currency Strategy Fund (CEW) stake by 4.8% in Q1 2026, selling an estimated $19 and leaving 20 shares worth $395. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Transamerica Financial Advisors first reported a position in CEW in Q2 2020 and has held it in 17 quarters since. The position peaked at $1K in Q1 2025. 13 funds tracked by Wall St. Rank hold CEW as of Q1 2026.

Transamerica Financial Advisors held 20 shares of WisdomTree Emerging Currency Strategy Fund worth $395 as of Q1 2026.
Transamerica Financial Advisors sold 1 WisdomTree Emerging Currency Strategy Fund share in Q1 2026, an estimated $19.
WisdomTree Emerging Currency Strategy Fund made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #1525 holding.
Transamerica Financial Advisors first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2020 and has held it in 17 quarters since.
Transamerica Financial Advisors's WisdomTree Emerging Currency Strategy Fund position peaked at $1K in Q1 2025.
13 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.