WisdomTree Emerging Currency Strategy Fund
13 hedge funds and large institutions have $1.91M invested in WisdomTree Emerging Currency Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
8% more funds holding
Funds holding: 12 → 13 (+1)
5% more capital invested
Capital invested by funds: $1.81M → $1.91M (+$97K)
0.05% less ownership
Funds ownership: 25.57% → 25.52% (-0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$456K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.56K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.79K |
| 4 |
Morgan Stanley
New York
|
+$1.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$429K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$44.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.03M | -$429K | -23,568 | -30% |
|
|
2
Cetera Investment Advisers
Schaumburg,
Illinois
| $469K | +$456K | +25,065 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $231K | +$2.79K | +153 | +1% |
|
|
KFI
4
Key Financial Inc
West Chester,
Pennsylvania
| $111K | – | – | – |
|
|
BTI
5
Blue Trust Inc
Alpharetta,
Georgia
| $17.7K | – | – | – |
|
|
PA
6
Parallel Advisors
San Francisco,
California
| $15K | – | – | – |
|
|
BCWM
7
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $14K | – | – | – |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $13.6K | +$9.56K | +525 | +263% |
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
|
10
Morgan Stanley
New York
| $1.24K | +$1.2K | +66 | New |
|
|
TFA
11
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
12
UBS Group
Zurich,
Switzerland
| $768 | – | – | – |
|
13
Wells Fargo
San Francisco,
California
| $13 | – | – | – |
|
|
14
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$44.3K | -2,442 | Closed |
|
CEW Hedge Fund Activity: Q3 2024 in Review
13 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Currency Strategy Fund (CEW) for Q3 2024, worth a combined $1.91M — up 5.3% from $1.81M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CEW positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $456K. The largest seller was Jane Street, cutting an estimated $429K.
- 13 institutional investors held WisdomTree Emerging Currency Strategy Fund (CEW) as of Q3 2024, up from 12 in Q2 2024.
- Funds reported $1.91M of WisdomTree Emerging Currency Strategy Fund stock for Q3 2024, up 5.3% quarter-over-quarter.
- 2 funds opened new WisdomTree Emerging Currency Strategy Fund positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree Emerging Currency Strategy Fund buyer in Q3 2024 was Cetera Investment Advisers, an estimated $456K added.
- The largest WisdomTree Emerging Currency Strategy Fund seller in Q3 2024 was Jane Street, an estimated $429K sold.
Based on aggregated 13F filings for Q3 2024.