Key stats
About WisdomTree Emerging Currency Strategy Fund
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Inception date
May 6, 2009
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
WisdomTree Asset Management, Inc.
Distributor
Foreside Fund Services LLC
CEW tracks the change of money market rates and currency value of select emerging-market countries relative to the US dollar. The most liquid currencies within Latin America, Europe, Middle East and Africa, and Asia are selected at each annual assessment day limited to 55% at each assessment and quarterly rebalance. The fund equally weights its basket of emerging market currencies in terms of USD value, a contrast to trade-weighted benchmarks. It is an interesting approach, but it also makes for some massive bets relative to a neutral position. The fund will provide emerging market exposure by investing in short-term US money market securities and derivatives such as forward currency contracts and swaps of the constituent currencies, thus, the fund may deviate significantly from spot prices in the actual currencies.
Classification
What's in the fund
Exposure type
Government
Cash
Bonds, Cash & Other100.00%
Government61.81%
Cash32.61%
ETF4.22%
Miscellaneous1.35%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.