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CEW

WisdomTree Emerging Currency Strategy Fund
CEW

43 hedge funds and large institutions have $79.6M invested in WisdomTree Emerging Currency Strategy Fund in 2013 Q2 according to their latest regulatory filings, with 43 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

37.33% more ownership

Funds ownership: 0% → 37.33% (+37%)

Holders
43
Holders Change
+43
Holders Change %
–
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
43
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
1
Wharton Business Group
Pennsylvania
$16.9M +$17.6M +843,395 New
Morgan Stanley
2
Morgan Stanley
New York
$10.2M +$10.6M +509,642 New
IA
3
IndexIQ Advisors
New York
$8.51M +$8.83M +424,269 New
LYV
4
Live Your Vision
Pennsylvania
$6.92M +$7.19M +345,344 New
M
5
MOTCO
Texas
$5.85M +$6.07M +291,755 New
IWC
6
Integrated Wealth Counsel
California
$5.73M +$5.95M +285,680 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.91M +$4.06M +194,877 New
Bank of America
8
Bank of America
North Carolina
$2.89M +$3M +144,341 New
3AM
9
3D Asset Management
Connecticut
$2.21M +$2.29M +110,186 New
MFP
10
Mosaic Financial Partners
California
$1.73M +$1.8M +86,298 New
PAS
11
Partnervest Advisory Services
California
$1.49M +$1.55M +74,346 New
U
12
UBS
Switzerland
$1.39M +$1.44M +69,251 New
MM
13
Main Management
California
$1.28M +$1.33M +64,033 New
NHFG
14
New Harbor Financial Group
Massachusetts
$1.25M +$1.3M +62,389 New
Goldman Sachs
15
Goldman Sachs
New York
$1.24M +$1.29M +61,776 New
Wells Fargo
16
Wells Fargo
California
$1.03M +$1.07M +51,574 New
CMP
17
Courage Miller Partners
Virginia
$882K +$916K +44,012 New
KCG
18
Knight Capital Group
$863K +$896K +43,057 New
Jane Street
19
Jane Street
New York
$672K +$698K +33,514 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$642K +$667K +32,017 New
LPL Financial
21
LPL Financial
California
$636K +$660K +31,715 New
Verition Fund Management
22
Verition Fund Management
Connecticut
$568K +$589K +28,313 New
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$472K +$490K +23,544 New
EWM
24
Evercore Wealth Management
New York
$460K +$478K +22,949 New
OC
25
Oppenheimer & Co
New York
$396K +$411K +19,751 New
1
2

CEW Hedge Fund Activity: Q2 2013 in Review

43 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Currency Strategy Fund (CEW) for Q2 2013, worth a combined $79.6M.

Buyers outnumbered sellers: 43 funds opened new CEW positions and 0 closed out — a net gain of 43 holders — while 0 added to existing stakes and 0 trimmed.

  • 43 institutional investors held WisdomTree Emerging Currency Strategy Fund (CEW) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $79.6M of WisdomTree Emerging Currency Strategy Fund stock for Q2 2013.
  • 43 funds opened new WisdomTree Emerging Currency Strategy Fund positions in Q2 2013 and 0 closed out, a net change of +43 holders.

Based on aggregated 13F filings for Q2 2013.