WisdomTree Emerging Currency Strategy Fund
12 hedge funds and large institutions have $7.01M invested in WisdomTree Emerging Currency Strategy Fund in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
58% more capital invested
Capital invested by funds: $4.42M → $7.01M (+$2.58M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
20% more funds holding
Funds holding: 10 → 12 (+2)
11.15% more ownership
Funds ownership: 28.02% → 39.17% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.29M |
| 2 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$806K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$260K |
| 4 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
+$152K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$43.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3K |
| 2 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$2.44K |
| 3 |
Morgan Stanley
New York
|
-$1.33K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
1
Centric Wealth Management
Chicago,
Illinois
| $2.85M | +$152K | +8,332 | +6% |
|
|
2
Jane Street
New York
| $2.54M | +$1.29M | +70,719 | +99% |
|
|
TF
3
Trek Financial
Scottsdale,
Arizona
| $791K | +$806K | +44,210 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $255K | +$260K | +14,234 | New |
|
|
3LCM
5
3D/L Capital Management
Hartford,
Connecticut
| $223K | -$2.44K | -134 | -1% |
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $142K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $106K | +$43.7K | +2,399 | +67% |
|
|
8
Morgan Stanley
New York
| $79K | -$1.33K | -73 | -2% |
|
|
PA
9
Parallel Advisors
San Francisco,
California
| $14K | – | – | – |
|
|
APA
10
American Portfolios Advisors
Holbrook,
New York
| $3.58K | – | – | – |
|
|
GI
11
Gradient Investments
Arden Hills,
Minnesota
| $3K | – | – | – |
|
|
12
Osaic Holdings
Scottsdale,
Arizona
| – | -$3K | -141 | Closed |
|
13
Wells Fargo
San Francisco,
California
| – | +$18 | +1 | New |
|
CEW Hedge Fund Activity: Q1 2021 in Review
12 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Currency Strategy Fund (CEW) for Q1 2021, worth a combined $7.01M — up 58% from $4.42M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CEW positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $1.29M. The largest seller was Osaic Holdings, exiting entirely with an estimated $3K sold.
- 12 institutional investors held WisdomTree Emerging Currency Strategy Fund (CEW) as of Q1 2021, up from 10 in Q4 2020.
- Funds reported $7.01M of WisdomTree Emerging Currency Strategy Fund stock for Q1 2021, up 58% quarter-over-quarter.
- 3 funds opened new WisdomTree Emerging Currency Strategy Fund positions in Q1 2021 and 1 closed out, a net change of +2 holders.
- The largest WisdomTree Emerging Currency Strategy Fund buyer in Q1 2021 was Jane Street, an estimated $1.29M added.
- The largest WisdomTree Emerging Currency Strategy Fund seller in Q1 2021 was Osaic Holdings, an estimated $3K sold.
Based on aggregated 13F filings for Q1 2021.