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CEW

WisdomTree Emerging Currency Strategy Fund

23 hedge funds and large institutions have $8.91M invested in WisdomTree Emerging Currency Strategy Fund in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

15% more capital invested

Capital invested by funds: $7.74M → $8.91M (+$1.17M)

5% more funds holding

Funds holding: 2223 (+1)

3.07% more ownership

Funds ownership: 16.92%19.99% (+3.1%)

89% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 9

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
1
Reduced
9
Closed
3
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$4.01M +$3.09M +160,844 +291%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.36M +$1.4M +73,089 New
Citadel Advisors
3
Citadel Advisors
Florida
$781K +$807K +42,061 New
Morgan Stanley
4
Morgan Stanley
New York
$611K -$182K -9,483 -22%
3AM
5
3D Asset Management
Connecticut
$591K -$38.7K -2,019 -6%
Goldman Sachs
6
Goldman Sachs
New York
$472K -$25.9K -1,351 -5%
KLC
7
Knowledge Leaders Capital
Colorado
$293K +$303K +15,771 New
LPL Financial
8
LPL Financial
California
$262K -$13.2K -686 -5%
IA
9
IFP Advisors
Florida
$173K -$8.79K -458 -5%
UBS Group
10
UBS Group
Switzerland
$129K -$10.4K -541 -7%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$94K -$23.8K -1,241 -20%
Wells Fargo
12
Wells Fargo
California
$38K -$951K -49,573 -96%
Bank of America
13
Bank of America
North Carolina
$24K
FIB
14
First Interstate Bank
Montana
$19K
GI
15
Gradient Investments
Minnesota
$11K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$10K -$39.4K -2,051 -79%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10K
Citigroup
18
Citigroup
New York
$5K
CFD
19
Creative Financial Designs
Indiana
$4K
OIA
20
OneDigital Investment Advisors
Kansas
$4K
APA
21
American Portfolios Advisors
New York
$3.71K
FHA
22
Flagship Harbor Advisors
Massachusetts
$2K +$2.65K +138 New
QA
23
Quantitative Advantage
Minnesota
-$2.63M -132,407 Closed
SWP
24
Stratos Wealth Partners
Ohio
-$16K -790 Closed
FRA
25
Front Row Advisors
California
-$12K -586 Closed

CEW Hedge Fund Activity: Q2 2018 in Review

23 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Currency Strategy Fund (CEW) for Q2 2018, worth a combined $8.91M — up 15% from $7.74M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CEW positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $3.09M. The largest seller was Quantitative Advantage, exiting entirely with an estimated $2.63M sold.

  • 23 institutional investors held WisdomTree Emerging Currency Strategy Fund (CEW) as of Q2 2018, up from 22 in Q1 2018.
  • Funds reported $8.91M of WisdomTree Emerging Currency Strategy Fund stock for Q2 2018, up 15% quarter-over-quarter.
  • 4 funds opened new WisdomTree Emerging Currency Strategy Fund positions in Q2 2018 and 3 closed out, a net change of +1 holder.
  • The largest WisdomTree Emerging Currency Strategy Fund buyer in Q2 2018 was Jane Street, an estimated $3.09M added.
  • The largest WisdomTree Emerging Currency Strategy Fund seller in Q2 2018 was Quantitative Advantage, an estimated $2.63M sold.

Based on aggregated 13F filings for Q2 2018.