WisdomTree Emerging Currency Strategy Fund
35 hedge funds and large institutions have $41.9M invested in WisdomTree Emerging Currency Strategy Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 35 → 35 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
9.52% less ownership
Funds ownership: 44.23% → 34.71% (-9.5%)
24% less capital invested
Capital invested by funds: $55.1M → $41.9M (-$13.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.04M |
| 2 |
Goldman Sachs
New York
|
+$2.61M |
| 3 |
Morgan Stanley
New York
|
+$2.6M |
| 4 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$1.18M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$555K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$14.6M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$6.41M |
| 3 |
IA
IndexIQ Advisors
New York
|
-$5.24M |
| 4 |
IWC
Integrated Wealth Counsel
Carmel,
California
|
-$3.43M |
| 5 |
MFP
Mosaic Financial Partners
San Francisco,
California
|
-$618K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $39K | – | – | – |
|
|
EWM
27
Evercore Wealth Management
New York
| $31K | – | – | – |
|
|
WTB
28
Washington Trust Bank
Spokane,
Washington
| $23K | – | – | – |
|
|
LTFS
29
Ladenburg Thalmann Financial Services
Miami,
Florida
| $21K | – | – | – |
|
|
TCOV
30
Trust Company of Vermont
Brattleboro,
Vermont
| $10K | +$10.2K | +500 | New |
|
|
WA
31
WFG Advisors
Dallas,
Texas
| $6K | – | – | – |
|
|
WRM
32
Westport Resources Management
Westport,
Connecticut
| $5K | – | – | – |
|
|
BRWA
33
B. Riley Wealth Advisors
Boca Raton,
Florida
| $4.11K | +$4.08K | +200 | New |
|
|
34
Northern Trust
Chicago,
Illinois
| $3K | -$6.41M | -313,907 | -96% |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| $2K | -$4.08K | -200 | -67% |
|
|
IWC
36
Integrated Wealth Counsel
Carmel,
California
| – | -$3.43M | -170,165 | Closed |
|
|
MFP
37
Mosaic Financial Partners
San Francisco,
California
| – | -$618K | -30,603 | Closed |
|
38
Jane Street
New York
| – | -$452K | -22,409 | Closed |
|
CEW Hedge Fund Activity: Q2 2014 in Review
35 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Currency Strategy Fund (CEW) for Q2 2014, worth a combined $41.9M — down 24% from $55.1M a quarter earlier.
Fund positioning in CEW was balanced in Q2 2014: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 11 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $4.04M. The largest seller was Wharton Business Group, cutting an estimated $14.6M.
- 35 institutional investors held WisdomTree Emerging Currency Strategy Fund (CEW) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $41.9M of WisdomTree Emerging Currency Strategy Fund stock for Q2 2014, down 24% quarter-over-quarter.
- 3 funds opened new WisdomTree Emerging Currency Strategy Fund positions in Q2 2014 and 3 closed out, a net change of 0 holders.
- The largest WisdomTree Emerging Currency Strategy Fund buyer in Q2 2014 was Susquehanna International Group, an estimated $4.04M added.
- The largest WisdomTree Emerging Currency Strategy Fund seller in Q2 2014 was Wharton Business Group, an estimated $14.6M sold.
Based on aggregated 13F filings for Q2 2014.