WisdomTree Emerging Currency Strategy Fund
11 hedge funds and large institutions have $1.81M invested in WisdomTree Emerging Currency Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
1.18% more ownership
Funds ownership: 25.52% → 26.7% (+1.2%)
5% less capital invested
Capital invested by funds: $1.91M → $1.81M (-$104K)
15% less funds holding
Funds holding: 13 → 11 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$401K |
| 2 |
Morgan Stanley
New York
|
+$163 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$469K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$34.2K |
| 3 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$14K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$768 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.31M | +$401K | +22,093 | +40% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $177K | -$34.2K | -1,884 | -15% |
|
|
WA
3
Whipplewood Advisors
Littleton,
Colorado
| $175K | +$188K | +10,359 | New |
|
|
KFI
4
Key Financial Inc
West Chester,
Pennsylvania
| $100K | – | – | – |
|
|
BTI
5
Blue Trust Inc
Alpharetta,
Georgia
| $16.9K | – | – | – |
|
|
PA
6
Parallel Advisors
San Francisco,
California
| $13.5K | – | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $12.3K | – | – | – |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
|
9
Morgan Stanley
New York
| $1.27K | +$163 | +9 | +14% |
|
|
TFA
10
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
11
Wells Fargo
San Francisco,
California
| $12 | – | – | – |
|
|
12
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$469K | -25,065 | Closed |
|
|
BCWM
13
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$14K | -750 | Closed |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$768 | -41 | Closed |
|
CEW Hedge Fund Activity: Q4 2024 in Review
11 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Currency Strategy Fund (CEW) for Q4 2024, worth a combined $1.81M — down 5.4% from $1.91M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of CEW and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Jane Street, adding an estimated $401K. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $469K sold.
- 11 institutional investors held WisdomTree Emerging Currency Strategy Fund (CEW) as of Q4 2024, down from 13 in Q3 2024.
- Funds reported $1.81M of WisdomTree Emerging Currency Strategy Fund stock for Q4 2024, down 5.4% quarter-over-quarter.
- 1 fund opened new WisdomTree Emerging Currency Strategy Fund positions in Q4 2024 and 3 closed out, a net change of -2 holders.
- The largest WisdomTree Emerging Currency Strategy Fund buyer in Q4 2024 was Jane Street, an estimated $401K added.
- The largest WisdomTree Emerging Currency Strategy Fund seller in Q4 2024 was Cetera Investment Advisers, an estimated $469K sold.
Based on aggregated 13F filings for Q4 2024.