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CEW

WisdomTree Emerging Currency Strategy Fund

23 hedge funds and large institutions have $11.4M invested in WisdomTree Emerging Currency Strategy Fund in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding

Funds holding: 2023 (+3)

9% more capital invested

Capital invested by funds: $10.5M → $11.4M (+$899K)

1.5% more ownership

Funds ownership: 22.02%23.52% (+1.5%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QA
1
Quantitative Advantage
Minnesota
$2.6M -$145K -7,832 -5%
LPL Financial
2
LPL Financial
California
$2.13M +$407K +21,968 +24%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.12M -$202K -10,886 -15%
Jane Street
4
Jane Street
New York
$1.09M +$822K +44,329 +314%
Wells Fargo
5
Wells Fargo
California
$1.03M +$8.12K +438 +0.8%
Morgan Stanley
6
Morgan Stanley
New York
$798K -$101K -5,450 -11%
3AM
7
3D Asset Management
Connecticut
$689K -$8.58K -463 -1%
Goldman Sachs
8
Goldman Sachs
New York
$546K -$29.6K -1,598 -5%
VKH
9
Virtu KCG Holdings
New York
$338K -$185K -9,985 -36%
FSA
10
Financial Sense Advisors
California
$270K +$269K +14,500 New
Bank of America
11
Bank of America
North Carolina
$263K +$11.3K +610 +5%
IA
12
IFP Advisors
Florida
$163K +$3.43K +185 +2%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$143K +$6.32K +341 +5%
UBS Group
14
UBS Group
Switzerland
$104K -$145K -7,798 -58%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$59K -$3.48K -188 -6%
FIB
16
First Interstate Bank
Montana
$19K
GI
17
Gradient Investments
Minnesota
$16K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$10K
LYV
19
Live Your Vision
Pennsylvania
$9K +$9.27K +500 New
Citigroup
20
Citigroup
New York
$5K
CFD
21
Creative Financial Designs
Indiana
$4K
OIA
22
OneDigital Investment Advisors
Kansas
$4K +$4.08K +220 New

CEW Hedge Fund Activity: Q2 2017 in Review

23 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Currency Strategy Fund (CEW) for Q2 2017, worth a combined $11.4M — up 8.6% from $10.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CEW positions and 0 closed out — a net gain of 3 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $822K. The largest seller was Susquehanna International Group, cutting an estimated $202K.

  • 23 institutional investors held WisdomTree Emerging Currency Strategy Fund (CEW) as of Q2 2017, up from 20 in Q1 2017.
  • Funds reported $11.4M of WisdomTree Emerging Currency Strategy Fund stock for Q2 2017, up 8.6% quarter-over-quarter.
  • 3 funds opened new WisdomTree Emerging Currency Strategy Fund positions in Q2 2017 and 0 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Currency Strategy Fund buyer in Q2 2017 was Jane Street, an estimated $822K added.
  • The largest WisdomTree Emerging Currency Strategy Fund seller in Q2 2017 was Susquehanna International Group, an estimated $202K sold.

Based on aggregated 13F filings for Q2 2017.