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CEW

WisdomTree Emerging Currency Strategy Fund

22 hedge funds and large institutions have $10.1M invested in WisdomTree Emerging Currency Strategy Fund in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $10M → $10.1M (+$31.9K)

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2.32% less ownership

Funds ownership: 20.38%18.06% (-2.3%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QA
1
Quantitative Advantage
Minnesota
$2.5M -$66.1K -3,479 -3%
Jane Street
2
Jane Street
New York
$1.95M +$1.11M +58,313 +139%
LPL Financial
3
LPL Financial
California
$1.38M -$614K -32,346 -31%
Wells Fargo
4
Wells Fargo
California
$1.02M +$16.6K +873 +2%
Morgan Stanley
5
Morgan Stanley
New York
$795K -$20.7K -1,091 -3%
3AM
6
3D Asset Management
Connecticut
$689K -$28.8K -1,518 -4%
Goldman Sachs
7
Goldman Sachs
New York
$551K -$9.38K -494 -2%
IA
8
IFG Advisory
Georgia
$442K +$180K +9,471 New
IA
9
IFP Advisors
Florida
$190K +$11.7K +614 +7%
Bank of America
10
Bank of America
North Carolina
$164K +$35.2K +1,854 +28%
UBS Group
11
UBS Group
Switzerland
$150K +$2.34K +123 +2%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$123K -$15.2K -800 -11%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$62K
FIB
14
First Interstate Bank
Montana
$19K
GI
15
Gradient Investments
Minnesota
$12K +$11.5K +606 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11K
FRA
17
Front Row Advisors
California
$11K +$11.1K +586 New
Citigroup
18
Citigroup
New York
$5K
CFD
19
Creative Financial Designs
Indiana
$5K
OIA
20
OneDigital Investment Advisors
Kansas
$4K +$4.18K +220 New
APA
21
American Portfolios Advisors
New York
$3.89K +$3.8K +200 New
FSA
22
Financial Sense Advisors
California
-$474K -25,000 Closed
VF
23
Virtu Financial
New York
-$293K -15,463 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$293K -15,440 Closed
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
-$19K -1,000 Closed

CEW Hedge Fund Activity: Q4 2017 in Review

22 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Currency Strategy Fund (CEW) for Q4 2017, worth a combined $10.1M — up 0.32% from $10M a quarter earlier.

Fund positioning in CEW was balanced in Q4 2017: 5 funds opened new positions, 5 closed out, 5 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, adding an estimated $1.11M. The largest seller was LPL Financial, cutting an estimated $614K.

  • 22 institutional investors held WisdomTree Emerging Currency Strategy Fund (CEW) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $10.1M of WisdomTree Emerging Currency Strategy Fund stock for Q4 2017, up 0.32% quarter-over-quarter.
  • 5 funds opened new WisdomTree Emerging Currency Strategy Fund positions in Q4 2017 and 5 closed out, a net change of 0 holders.
  • The largest WisdomTree Emerging Currency Strategy Fund buyer in Q4 2017 was Jane Street, an estimated $1.11M added.
  • The largest WisdomTree Emerging Currency Strategy Fund seller in Q4 2017 was LPL Financial, an estimated $614K sold.

Based on aggregated 13F filings for Q4 2017.