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

WFG 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
2015 Q3	–	Sell	-286	Closed	-$5K	–	1620
2015 Q2	$5K	Hold	286	–	–	﹤0.01%	1337
2015 Q1	$5K	Hold	286	–	–	﹤0.01%	1352
2014 Q4	$5K	Hold	286	–	–	﹤0.01%	1624
2014 Q3	$6K	Hold	286	–	–	﹤0.01%	1610
2014 Q2	$6K	Hold	286	–	–	﹤0.01%	1603
2014 Q1	$6K	Sell	286 -841	-75%	-$16.6K	﹤0.01%	1578
2013 Q4	$23K	Hold	1,127	–	–	﹤0.01%	1291
2013 Q3	$23K	Hold	1,127	–	–	﹤0.01%	1216
2013 Q2	$23K	Buy	+1,127	New	+$23.5K	﹤0.01%	1156

Other funds holding CEW

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WFG Advisors's CEW Position: Q3 2015 in Review

WFG Advisors sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q3 2015, closing a stake of 286 shares — an estimated $5K sold.

WFG Advisors first reported a position in CEW in Q2 2013 and held it in 9 quarters. The position peaked at $23K in Q4 2013. 25 funds tracked by Wall St. Rank hold CEW as of Q3 2015.

WFG Advisors reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q3 2015 after selling out during the quarter.
WFG Advisors sold 286 WisdomTree Emerging Currency Strategy Fund shares in Q3 2015, an estimated $5K.
WFG Advisors first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2013 and held it in 9 quarters.
WFG Advisors's WisdomTree Emerging Currency Strategy Fund position peaked at $23K in Q4 2013.
25 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.