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CEW

WisdomTree Emerging Currency Strategy Fund

26 hedge funds and large institutions have $16.8M invested in WisdomTree Emerging Currency Strategy Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

107% more capital invested

Capital invested by funds: $8.09M → $16.8M (+$8.67M)

30% more funds holding

Funds holding: 2026 (+6)

14.54% more ownership

Funds ownership: 18.52%33.06% (+15%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$3.22M +$3.26M +184,184 New
QA
2
Quantitative Advantage
Minnesota
$3.18M +$3.22M +181,819 New
LPL Financial
3
LPL Financial
California
$1.94M +$1.77M +99,807 +860%
Goldman Sachs
4
Goldman Sachs
New York
$1.28M +$381K +21,477 +41%
Bank of America
5
Bank of America
North Carolina
$1.24M -$445K -25,110 -26%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.11M +$201K +11,327 +22%
Wells Fargo
7
Wells Fargo
California
$1.04M +$1.05M +59,080 +8,333%
Morgan Stanley
8
Morgan Stanley
New York
$1.04M -$8.77K -495 -0.8%
3AM
9
3D Asset Management
Connecticut
$678K -$591K -33,382 -46%
ACM
10
Americafirst Capital Management
California
$669K -$263K -14,871 -28%
VKH
11
Virtu KCG Holdings
New York
$573K +$581K +32,769 New
UBS Group
12
UBS Group
Switzerland
$246K +$96K +5,420 +63%
IA
13
IFP Advisors
Florida
$163K +$30.9K +1,742 +23%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$132K -$18.6K -1,050 -12%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$73K +$73.7K +4,158 New
MFS
16
MSI Financial Services
Massachusetts
$55K -$203K -11,467 -78%
GI
17
Gradient Investments
Minnesota
$44K -$6.33K -357 -12%
FIB
18
First Interstate Bank
Montana
$17K
SEI Investments
19
SEI Investments
Pennsylvania
$15K +$15.6K +882 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11K -$25.2K -1,425 -68%
Citigroup
21
Citigroup
New York
$5K
US Bancorp
22
US Bancorp
Minnesota
$5K
GWM
23
Geneos Wealth Management
Colorado
$4K
CFD
24
Creative Financial Designs
Indiana
$4K +$4.16K +235 New
TCOV
25
Trust Company of Vermont
Vermont
-$9K -500 Closed

CEW Hedge Fund Activity: Q4 2016 in Review

26 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Currency Strategy Fund (CEW) for Q4 2016, worth a combined $16.8M — up 107% from $8.09M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CEW positions and 1 closed out — a net gain of 6 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.26M. The largest seller was 3D Asset Management, cutting an estimated $591K.

  • 26 institutional investors held WisdomTree Emerging Currency Strategy Fund (CEW) as of Q4 2016, up from 20 in Q3 2016.
  • Funds reported $16.8M of WisdomTree Emerging Currency Strategy Fund stock for Q4 2016, up 107% quarter-over-quarter.
  • 7 funds opened new WisdomTree Emerging Currency Strategy Fund positions in Q4 2016 and 1 closed out, a net change of +6 holders.
  • The largest WisdomTree Emerging Currency Strategy Fund buyer in Q4 2016 was Jane Street, an estimated $3.26M added.
  • The largest WisdomTree Emerging Currency Strategy Fund seller in Q4 2016 was 3D Asset Management, an estimated $591K sold.

Based on aggregated 13F filings for Q4 2016.