WisdomTree Asia Local Debt Fund
ALD was delisted on the 14th of March, 2019.
38 hedge funds and large institutions have $43.7M invested in WisdomTree Asia Local Debt Fund in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
3% more funds holding
Funds holding: 37 → 38 (+1)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
90% less capital invested
Capital invested by funds: $445M → $43.7M (-$401M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$13.4M |
| 2 |
JG
Jefferies Group
New York
|
+$4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.58M |
| 4 |
Bank of New York Mellon
New York
|
+$1.22M |
| 5 |
CWA
Convergent Wealth Advisors
Potomac,
Maryland
|
+$912K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bluefin Capital Management
New York
|
-$4.39M |
| 2 |
Jane Street
New York
|
-$3.99M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$872K |
| 4 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
-$671K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$372K |
ALD Hedge Fund Activity: Q3 2013 in Review
38 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Asia Local Debt Fund (ALD) for Q3 2013, worth a combined $43.7M — down 90% from $445M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ALD positions and 9 closed out — a net gain of 2 holders — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Windhaven Investment Management, adding an estimated $13.4M. The largest seller was Bluefin Capital Management, cutting an estimated $4.39M.
- 38 institutional investors held WisdomTree Asia Local Debt Fund (ALD) as of Q3 2013, up from 37 in Q2 2013.
- Funds reported $43.7M of WisdomTree Asia Local Debt Fund stock for Q3 2013, down 90% quarter-over-quarter.
- 11 funds opened new WisdomTree Asia Local Debt Fund positions in Q3 2013 and 9 closed out, a net change of +2 holders.
- The largest WisdomTree Asia Local Debt Fund buyer in Q3 2013 was Windhaven Investment Management, an estimated $13.4M added.
- The largest WisdomTree Asia Local Debt Fund seller in Q3 2013 was Bluefin Capital Management, an estimated $4.39M sold.
Based on aggregated 13F filings for Q3 2013.