WisdomTree Emerging Currency Strategy Fund
12 hedge funds and large institutions have $2.06M invested in WisdomTree Emerging Currency Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
14% less funds holding
Funds holding: 14 → 12 (-2)
47.3% less ownership
Funds ownership: 76.34% → 29.04% (-47%)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
86% less capital invested
Capital invested by funds: $15.1M → $2.06M (-$13.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$106K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$78K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$13.1M |
| 2 |
Jane Street
New York
|
-$113K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$10.8K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$198 |
| 5 |
Wells Fargo
San Francisco,
California
|
-$18 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.21M | -$113K | -6,377 | -9% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $584K | +$78K | +4,401 | +15% |
|
|
3
Bank of Montreal
Toronto,
Ontario, Canada
| $106K | +$106K | +6,000 | New |
|
|
KFI
4
Key Financial Inc
West Chester,
Pennsylvania
| $105K | – | – | – |
|
|
BTI
5
Blue Trust Inc
Alpharetta,
Georgia
| $17.7K | – | – | – |
|
|
PA
6
Parallel Advisors
San Francisco,
California
| $14.2K | – | – | – |
|
|
BCWM
7
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $13.3K | – | – | – |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $3.55K | – | – | – |
|
|
TFA
10
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $674 | -$10.8K | -607 | -94% |
|
|
12
Wells Fargo
San Francisco,
California
| $12 | -$18 | -1 | -50% |
|
|
13
LPL Financial
San Diego,
California
| – | -$13.1M | -726,240 | Closed |
|
|
14
Fidelity Investments
Boston,
Massachusetts
| – | -$198 | -11 | Closed |
|
CEW Hedge Fund Activity: Q1 2024 in Review
12 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Currency Strategy Fund (CEW) for Q1 2024, worth a combined $2.06M — down 86% from $15.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CEW and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 1 added.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $106K. The largest seller was LPL Financial, exiting entirely with an estimated $13.1M sold.
- 12 institutional investors held WisdomTree Emerging Currency Strategy Fund (CEW) as of Q1 2024, down from 14 in Q4 2023.
- Funds reported $2.06M of WisdomTree Emerging Currency Strategy Fund stock for Q1 2024, down 86% quarter-over-quarter.
- 1 fund opened new WisdomTree Emerging Currency Strategy Fund positions in Q1 2024 and 2 closed out, a net change of -1 holder.
- The largest WisdomTree Emerging Currency Strategy Fund buyer in Q1 2024 was Bank of Montreal, an estimated $106K added.
- The largest WisdomTree Emerging Currency Strategy Fund seller in Q1 2024 was LPL Financial, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2024.