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CEW

WisdomTree Emerging Currency Strategy Fund
CEW

22 hedge funds and large institutions have $7.74M invested in WisdomTree Emerging Currency Strategy Fund in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 22 → 22 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

1.14% less ownership

Funds ownership: 18.06% → 16.92% (-1.1%)

23% less capital invested

Capital invested by funds: $10.1M → $7.74M (-$2.34M)

78% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 9

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
1
Increased
2
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QA
Quantitative Advantage
Minnesota
+$78.2K
2
Morgan Stanley
Morgan Stanley
New York
+$28.4K
3
SWP
Stratos Wealth Partners
Ohio
+$15.7K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$1.11M
2
Jane Street
Jane Street
New York
-$890K
3
IA
IFG Advisory
Georgia
-$442K
4
Bank of America
Bank of America
North Carolina
-$142K
5
3AM
3D Asset Management
Connecticut
-$31.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
QA
1
Quantitative Advantage
Minnesota
$2.63M +$78.2K +3,944 +3%
Jane Street
2
Jane Street
New York
$1.1M -$890K -44,885 -45%
Wells Fargo
3
Wells Fargo
California
$1.03M -$19K -958 -2%
Morgan Stanley
4
Morgan Stanley
New York
$844K +$28.4K +1,433 +3%
3AM
5
3D Asset Management
Connecticut
$674K -$31.7K -1,600 -5%
Goldman Sachs
6
Goldman Sachs
New York
$533K -$31.6K -1,594 -6%
LPL Financial
7
LPL Financial
California
$295K -$1.11M -56,158 -79%
IA
8
IFP Advisors
Florida
$190K – – –
UBS Group
9
UBS Group
Switzerland
$149K -$4.62K -233 -3%
BBPWM
10
Blue Bell Private Wealth Management
Pennsylvania
$125K -$1.17K -59 -0.9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$51K -$11.1K -560 -18%
Bank of America
12
Bank of America
North Carolina
$25K -$142K -7,141 -85%
FIB
13
First Interstate Bank
Montana
$20K – – –
SWP
14
Stratos Wealth Partners
Ohio
$16K +$15.7K +790 New
FRA
15
Front Row Advisors
California
$12K – – –
GI
16
Gradient Investments
Minnesota
$12K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11K – – –
Citigroup
18
Citigroup
New York
$5K – – –
CFD
19
Creative Financial Designs
Indiana
$5K – – –
OIA
20
OneDigital Investment Advisors
Kansas
$4K – – –
APA
21
American Portfolios Advisors
New York
$3.98K – – –
IA
22
IFG Advisory
Georgia
– -$442K -9,471 Closed

CEW Hedge Fund Activity: Q1 2018 in Review

22 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Currency Strategy Fund (CEW) for Q1 2018, worth a combined $7.74M — down 23% from $10.1M a quarter earlier.

Fund positioning in CEW was balanced in Q1 2018: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 9 trimmed.

The largest buyer was Quantitative Advantage, adding an estimated $78.2K. The largest seller was LPL Financial, cutting an estimated $1.11M.

  • 22 institutional investors held WisdomTree Emerging Currency Strategy Fund (CEW) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $7.74M of WisdomTree Emerging Currency Strategy Fund stock for Q1 2018, down 23% quarter-over-quarter.
  • 1 fund opened new WisdomTree Emerging Currency Strategy Fund positions in Q1 2018 and 1 closed out, a net change of 0 holders.
  • The largest WisdomTree Emerging Currency Strategy Fund buyer in Q1 2018 was Quantitative Advantage, an estimated $78.2K added.
  • The largest WisdomTree Emerging Currency Strategy Fund seller in Q1 2018 was LPL Financial, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2018.