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CEW

WisdomTree Emerging Currency Strategy Fund
CEW

28 hedge funds and large institutions have $23.8M invested in WisdomTree Emerging Currency Strategy Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $21.5M → $23.8M (+$2.24M)

5.7% more ownership

Funds ownership: 24.03% → 29.73% (+5.7%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

18% less funds holding

Funds holding: 34 → 28 (-6)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
28
Holders Change
-6
Holders Change %
-17.65%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
8
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFP
Mosaic Financial Partners
California
+$4.53M
2
Jane Street
Jane Street
New York
+$2.24M
3
Goldman Sachs
Goldman Sachs
New York
+$1.91M
4
IA
IndexIQ Advisors
New York
+$1.29M
5
NPC
National Planning Corporation
California
+$51.6K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.62M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.52M
3
Wells Fargo
Wells Fargo
California
-$800K
4
Bank of America
Bank of America
North Carolina
-$643K
5
WIM
Windhaven Investment Management
Massachusetts
-$589K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$2K +$2.18K +113 New
BRWA
27
B. Riley Wealth Advisors
Florida
$4 +$3.86K +200 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
– -$1.52M -77,222 Closed
WIM
29
Windhaven Investment Management
Massachusetts
– -$589K -29,917 Closed
WBG
30
Wharton Business Group
Pennsylvania
– -$462K -23,475 Closed
CMP
31
Courage Miller Partners
Virginia
– -$402K -20,409 Closed
OC
32
Oppenheimer & Co
New York
– -$348K -17,692 Closed
Northern Trust
33
Northern Trust
Illinois
– -$3K -12,830 Closed
EAM
34
Evanson Asset Management
California
– -$213K -10,820 Closed
PA
35
Paracle Advisors
Washington
– -$210K -10,709 Closed
TIM
36
Tortoise Investment Management
New York
– -$59K -3,000 Closed
CG
37
Colony Group
Massachusetts
– -$43K -2,200 Closed
WTB
38
Washington Trust Bank
Washington
– -$22K -1,100 Closed
EWM
39
Evercore Wealth Management
New York
– -$20K -1,000 Closed
PAG
40
Private Advisor Group
New Jersey
– -$3K -131 Closed
Parallax Volatility Advisers
41
Parallax Volatility Advisers
California
– +$19 +1 New
1
2

CEW Hedge Fund Activity: Q4 2014 in Review

28 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Currency Strategy Fund (CEW) for Q4 2014, worth a combined $23.8M — up 10% from $21.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of CEW and 8 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 7 added.

The largest buyer was Mosaic Financial Partners, opening a new position worth an estimated $4.53M. The largest seller was Morgan Stanley, cutting an estimated $1.62M.

  • 28 institutional investors held WisdomTree Emerging Currency Strategy Fund (CEW) as of Q4 2014, down from 34 in Q3 2014.
  • Funds reported $23.8M of WisdomTree Emerging Currency Strategy Fund stock for Q4 2014, up 10% quarter-over-quarter.
  • 8 funds opened new WisdomTree Emerging Currency Strategy Fund positions in Q4 2014 and 13 closed out, a net change of -5 holders.
  • The largest WisdomTree Emerging Currency Strategy Fund buyer in Q4 2014 was Mosaic Financial Partners, an estimated $4.53M added.
  • The largest WisdomTree Emerging Currency Strategy Fund seller in Q4 2014 was Morgan Stanley, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2014.