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CEW — WISDOMTREE TR

Reported value held$5.87K
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)2
Institutional value$5.65K · 292 sh
New / Add / Cut / Exit1 / 0 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -88.0% (-2.13K sh)
Institutional value change Down -87.7%

As of Q2 2026, 2 SEC-registered investment managers reported holding CEW (WISDOMTREE TR) in their latest 13F filings, with a combined reported value of $5.65K across 292 shares. That is -88.0% by share count (-2.13K shares) versus the previous quarter, while reported value moved -87.7%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Morgan Stanley history Q2 2026 251 $4.86K 0.00% Reduce
UBS Group AG history Q2 2026 41 $792 0.00% New
Fidelity Management & Research (FMR) history Q4 2023 11 $198 0.00% New
Wells Fargo & Co history Q4 2025 1 $25 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Morgan Stanley 7.46K 7.88K 645 665 370 220 4.16K 4.36K 200 — — — 66 75 326 1.40K 2.43K 2.42K 2.43K 251
UBS Group AG 2.48K 2.49K 1.85K 8.20K 8.46K 14.13K 14.82K 2.10K 3.30K 645 38 41 41 — — — — 107 — 41
Wells Fargo & Co 1 1 — — — 1 — 1 1 2 1 1 1 1 1 — — 1 — —
Fidelity Management & Research (FMR) — — — — — — — — — 11 — — — — — — — — — —

Download holders (CSV)