WisdomTree Emerging Currency Strategy Fund
10 hedge funds and large institutions have $4.42M invested in WisdomTree Emerging Currency Strategy Fund in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
329% more capital invested
Capital invested by funds: $1.03M → $4.42M (+$3.39M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
18.14% more ownership
Funds ownership: 9.87% → 28.02% (+18%)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
9% less funds holding
Funds holding: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
+$2.71M |
| 2 |
Jane Street
New York
|
+$903K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$14.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$147K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.97K |
| 3 |
Simplex Trading
Chicago,
Illinois
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
1
Centric Wealth Management
Chicago,
Illinois
| $2.79M | +$2.71M | +150,793 | New |
|
|
2
Jane Street
New York
| $1.32M | +$903K | +50,315 | +237% |
|
3
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $142K | – | – | – |
|
|
4
Morgan Stanley
New York
| $83K | -$147K | -8,204 | -64% |
|
|
5
UBS Group
Zurich,
Switzerland
| $66K | +$14.3K | +798 | +29% |
|
|
PA
6
Parallel Advisors
San Francisco,
California
| $15K | – | – | – |
|
|
APA
7
American Portfolios Advisors
Holbrook,
New York
| $3.7K | – | – | – |
|
|
GI
8
Gradient Investments
Arden Hills,
Minnesota
| $3K | – | – | – |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $3K | – | – | – |
|
|
10
Wells Fargo
San Francisco,
California
| – | -$1.97K | -110 | Closed |
|
|
11
Simplex Trading
Chicago,
Illinois
| – | -$1K | -100 | Closed |
|
|
3LCM
12
3D/L Capital Management
Hartford,
Connecticut
| – | +$226K | +12,599 | New |
|
CEW Hedge Fund Activity: Q4 2020 in Review
10 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Currency Strategy Fund (CEW) for Q4 2020, worth a combined $4.42M — up 329% from $1.03M a quarter earlier.
Fund positioning in CEW was balanced in Q4 2020: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Centric Wealth Management, opening a new position worth an estimated $2.71M. The largest seller was Morgan Stanley, cutting an estimated $147K.
- 10 institutional investors held WisdomTree Emerging Currency Strategy Fund (CEW) as of Q4 2020, down from 11 in Q3 2020.
- Funds reported $4.42M of WisdomTree Emerging Currency Strategy Fund stock for Q4 2020, up 329% quarter-over-quarter.
- 2 funds opened new WisdomTree Emerging Currency Strategy Fund positions in Q4 2020 and 2 closed out, a net change of 0 holders.
- The largest WisdomTree Emerging Currency Strategy Fund buyer in Q4 2020 was Centric Wealth Management, an estimated $2.71M added.
- The largest WisdomTree Emerging Currency Strategy Fund seller in Q4 2020 was Morgan Stanley, an estimated $147K sold.
Based on aggregated 13F filings for Q4 2020.