WA
CEW

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

Whipplewood 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
2025
Q2 		– Sell
-1,562
Closed -$199K – 1213
2025
Q1 		$199K Sell
1,562
-8,797
-85% -$153K 0.12% 158
2024
Q4 		$175K Buy
+10,359
New +$188K 0.1% 173

Other funds holding CEW

MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whipplewood Advisors's CEW Position: Q2 2025 in Review

Whipplewood Advisors sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q2 2025, closing a stake of 1,562 shares — an estimated $199K sold.

Whipplewood Advisors first reported a position in CEW in Q4 2024 and held it in 2 quarters. The position peaked at $199K in Q1 2025. 9 funds tracked by Wall St. Rank hold CEW as of Q2 2025.

  • Whipplewood Advisors reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 1,562 WisdomTree Emerging Currency Strategy Fund shares in Q2 2025, an estimated $199K.
  • Whipplewood Advisors first reported a position in WisdomTree Emerging Currency Strategy Fund in Q4 2024 and held it in 2 quarters.
  • Whipplewood Advisors's WisdomTree Emerging Currency Strategy Fund position peaked at $199K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.