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Upturn AI SWOT - About
WisdomTree Emerging Currency Strategy Fund (CEW)
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Upturn Advisory Summary
04/04/2025: CEW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -3.03% | Avg. Invested days 40 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Volume (30-day avg) 2414 | Beta 0.68 | 52 Weeks Range 16.62 - 18.87 | Updated Date 04/6/2025 |
52 Weeks Range 16.62 - 18.87 | Updated Date 04/6/2025 |
Upturn AI SWOT
WisdomTree Emerging Currency Strategy Fund
ETF Overview
Overview
The WisdomTree Emerging Currency Strategy Fund (CEW) seeks to provide total return by investing in emerging market currency forward contracts. It aims to generate income and capital appreciation through active management of a basket of emerging market currencies.
Reputation and Reliability
WisdomTree is a well-established ETF issuer known for its innovative approach to indexing and currency strategies.
Management Expertise
WisdomTree has a dedicated team of portfolio managers with experience in currency markets and macroeconomic analysis.
Investment Objective
Goal
To provide total return by investing in emerging market currency forward contracts.
Investment Approach and Strategy
Strategy: The fund actively manages a portfolio of emerging market currency forward contracts, aiming to capitalize on currency movements and interest rate differentials.
Composition The ETF holds a portfolio of emerging market currency forward contracts. It does not hold stocks or bonds directly.
Market Position
Market Share: CEW's market share in the emerging market currency ETF space is relatively small.
Total Net Assets (AUM): 16380000
Competitors
Key Competitors
- DBE
- FXE
- UDN
Competitive Landscape
The emerging market currency ETF space is dominated by ETFs with broader currency exposure or those tracking specific developed market currencies. CEW's focus on emerging markets provides a niche offering but faces competition from larger, more liquid currency ETFs. A disadvantage is its higher expense ratio compared to some competitors. An advantage is its targeted emerging market exposure.
Financial Performance
Historical Performance: Historical performance data should be accessed from financial data providers. Data from 2008 to 2024 shows fluctuations inline with the general trends of currency and interest rate differences over time.
Benchmark Comparison: The fund's performance should be compared to a relevant emerging market currency index or composite benchmark. Benchmarks should be compared over both short term and long term to fully analyze performance.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
The average daily trading volume of CEW can vary, but tends to be low, potentially affecting execution costs.
Bid-Ask Spread
The bid-ask spread for CEW can be relatively wide, reflecting its lower trading volume.
Market Dynamics
Market Environment Factors
Emerging market currency performance is influenced by global economic growth, interest rate differentials, commodity prices, and geopolitical risks.
Growth Trajectory
The growth trajectory of CEW depends on investor appetite for emerging market currency exposure and its ability to generate positive returns relative to its benchmark. Recent trends show general growth over the last several years.
Moat and Competitive Advantages
Competitive Edge
CEW's competitive advantage lies in its focused exposure to emerging market currencies. Its active management aims to generate alpha by capitalizing on currency mispricings and interest rate differentials. However, its higher expense ratio may be a disadvantage compared to passively managed currency ETFs. It caters to investors seeking a dedicated emerging market currency strategy.
Risk Analysis
Volatility
Emerging market currencies are generally more volatile than developed market currencies.
Market Risk
CEW is exposed to currency risk, interest rate risk, and geopolitical risk specific to emerging market countries.
Investor Profile
Ideal Investor Profile
The ideal investor for CEW is someone with a high-risk tolerance, seeking diversification in emerging market currencies, and understands the complexities of currency trading.
Market Risk
CEW is more suitable for active traders or investors with a tactical view on emerging market currencies rather than passive index followers. It is a higher-risk asset.
Summary
The WisdomTree Emerging Currency Strategy Fund offers targeted exposure to emerging market currencies through actively managed forward contracts. Its performance is influenced by global economic factors and geopolitical events affecting emerging markets. CEW is suitable for risk-tolerant investors seeking diversification and potential alpha generation in the currency space. However, its higher expense ratio and volatility should be carefully considered. The fund's AUM is small compared to competitors.
Similar Companies
DBE
Invesco DB Energy Fund
DBE
Invesco DB Energy Fund
FXE
Invesco CurrencyShares® Euro Currency Trust
FXE
Invesco CurrencyShares® Euro Currency Trust
FXI
iShares China Large-Cap ETF
FXI
iShares China Large-Cap ETF
UDN
Invesco DB US Dollar Index Bearish Fund
UDN
Invesco DB US Dollar Index Bearish Fund
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Emerging Currency Strategy Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in investments whose combined performance is tied economically to selected emerging market countries. It generally will maintain a weighted average portfolio maturity of 90 days or less with respect to the money market securities in its portfolio. The fund is non-diversified.
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