WisdomTree Emerging Currency Strategy Fund
26 hedge funds and large institutions have $23.5M invested in WisdomTree Emerging Currency Strategy Fund in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.
2.73% less ownership
Funds ownership: 35.09% → 32.37% (-2.7%)
4% less funds holding
Funds holding: 27 → 26 (-1)
12% less capital invested
Capital invested by funds: $26.8M → $23.5M (-$3.28M)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$786K |
| 2 |
Morgan Stanley
New York
|
+$474K |
| 3 |
EAM
Evanson Asset Management
Carmel,
California
|
+$102K |
| 4 |
LPL Financial
San Diego,
California
|
+$57.1K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$29.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
-$1.56M |
| 2 |
Goldman Sachs
New York
|
-$798K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$765K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$581K |
| 5 |
MFP
Mosaic Financial Partners
San Francisco,
California
|
-$514K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IndexIQ Advisors
New York
| – | -$1.56M | -85,870 | Closed |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$765K | -42,043 | Closed |
|
CEW Hedge Fund Activity: Q2 2015 in Review
26 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Currency Strategy Fund (CEW) for Q2 2015, worth a combined $23.5M — down 12% from $26.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CEW and 1 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 7 added.
The largest buyer was Gradient Investments, adding an estimated $786K. The largest seller was IndexIQ Advisors, exiting entirely with an estimated $1.56M sold.
- 26 institutional investors held WisdomTree Emerging Currency Strategy Fund (CEW) as of Q2 2015, down from 27 in Q1 2015.
- Funds reported $23.5M of WisdomTree Emerging Currency Strategy Fund stock for Q2 2015, down 12% quarter-over-quarter.
- 1 fund opened new WisdomTree Emerging Currency Strategy Fund positions in Q2 2015 and 2 closed out, a net change of -1 holder.
- The largest WisdomTree Emerging Currency Strategy Fund buyer in Q2 2015 was Gradient Investments, an estimated $786K added.
- The largest WisdomTree Emerging Currency Strategy Fund seller in Q2 2015 was IndexIQ Advisors, an estimated $1.56M sold.
Based on aggregated 13F filings for Q2 2015.