WisdomTree Emerging Currency Strategy Fund
27 hedge funds and large institutions have $26.8M invested in WisdomTree Emerging Currency Strategy Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 6 closing their positions.
13% more capital invested
Capital invested by funds: $23.8M → $26.8M (+$3.06M)
5.36% more ownership
Funds ownership: 29.73% → 35.09% (+5.4%)
4% less funds holding
Funds holding: 28 → 27 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$9.64M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$770K |
| 3 |
Goldman Sachs
New York
|
+$581K |
| 4 |
EAM
Evanson Asset Management
Carmel,
California
|
+$259K |
| 5 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$185K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFP
Mosaic Financial Partners
San Francisco,
California
|
-$2.74M |
| 2 |
Jane Street
New York
|
-$2.07M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$861K |
| 4 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$802K |
| 5 |
FIG
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
-$797K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
26
WFG Advisors
Dallas,
Texas
| $5K | – | – | – |
|
|
PAS
27
Partnervest Advisory Services
Santa Barbara,
California
| – | -$802K | -43,154 | Closed |
|
|
FIG
28
Fusion Investment Group
Pittsburgh,
Pennsylvania
| – | -$797K | -42,877 | Closed |
|
29
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$57K | -3,101 | Closed |
|
|
NPC
30
National Planning Corporation
El Segundo,
California
| – | -$49.3K | -2,675 | Closed |
|
|
BRWA
31
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$4 | -200 | Closed |
|
32
Creative Planning
Overland Park,
Kansas
| – | -$2K | -113 | Closed |
|
CEW Hedge Fund Activity: Q1 2015 in Review
27 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Currency Strategy Fund (CEW) for Q1 2015, worth a combined $26.8M — up 13% from $23.8M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CEW and 5 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 5 added.
The largest buyer was Gradient Investments, opening a new position worth an estimated $9.64M. The largest seller was Mosaic Financial Partners, cutting an estimated $2.74M.
- 27 institutional investors held WisdomTree Emerging Currency Strategy Fund (CEW) as of Q1 2015, down from 28 in Q4 2014.
- Funds reported $26.8M of WisdomTree Emerging Currency Strategy Fund stock for Q1 2015, up 13% quarter-over-quarter.
- 5 funds opened new WisdomTree Emerging Currency Strategy Fund positions in Q1 2015 and 6 closed out, a net change of -1 holder.
- The largest WisdomTree Emerging Currency Strategy Fund buyer in Q1 2015 was Gradient Investments, an estimated $9.64M added.
- The largest WisdomTree Emerging Currency Strategy Fund seller in Q1 2015 was Mosaic Financial Partners, an estimated $2.74M sold.
Based on aggregated 13F filings for Q1 2015.