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ALD

WisdomTree Asia Local Debt Fund

Delisted

ALD was delisted on the 14th of March, 2019.

17 hedge funds and large institutions have $12.5M invested in WisdomTree Asia Local Debt Fund in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $12.1M → $12.5M (+$404K)

29% less funds holding

Funds holding: 2417 (-7)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
17
Holders Change
-7
Holders Change %
-29.17%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$4.66M +$1.61M +34,642 +51%
Morgan Stanley
2
Morgan Stanley
New York
$3.86M -$152K -3,279 -4%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.57M +$487K +10,500 +43%
BCM
4
Bluefin Capital Management
New York
$1.18M -$547K -11,795 -31%
TCOV
5
Trust Company of Vermont
Vermont
$430K -$79.4K -1,713 -15%
CHAM
6
Clear Harbor Asset Management
Connecticut
$314K -$8.57K -185 -3%
DC
7
Davenport & Co
Virginia
$244K -$4.63K -100 -2%
US Bancorp
8
US Bancorp
Minnesota
$89K
JWA
9
JFS Wealth Advisors
Pennsylvania
$57K
Wells Fargo
10
Wells Fargo
California
$32K +$11.3K +244 +52%
Bank of America
11
Bank of America
North Carolina
$19K +$93 +2 +0.5%
UBS Group
12
UBS Group
Switzerland
$9K -$79.6K -1,717 -89%
SSB
13
Sandy Spring Bank
Maryland
$4K
GWM
14
Gupta Wealth Management
California
$3K
GT
15
Glenmede Trust
Pennsylvania
$1K
TSS
16
Two Sigma Securities
New York
-$240K -5,161 Closed
V
17
Veritable
Delaware
-$215K -4,630 Closed
EAMA
18
EFG Asset Management (Americas)
Florida
-$27K -578 Closed
CG
19
Colony Group
Massachusetts
-$18K -397 Closed
AA
20
Apriem Advisors
California
-$5K -117 Closed
Creative Planning
21
Creative Planning
Kansas
-$4K -92 Closed
SEI Investments
22
SEI Investments
Pennsylvania
-$4K -83 Closed
IWMPD
23
Integrated Wealth Management (Palm Desert)
California
-$2K -54 Closed
TRCT
24
Tower Research Capital (TRC)
New York
+$139 +3 New

ALD Hedge Fund Activity: Q2 2015 in Review

17 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Asia Local Debt Fund (ALD) for Q2 2015, worth a combined $12.5M — up 3.4% from $12.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ALD and 1 opened new positions — a net loss of 7 holders — while 6 trimmed existing stakes and 4 added.

The largest buyer was Jane Street, adding an estimated $1.61M. The largest seller was Bluefin Capital Management, cutting an estimated $547K.

  • 17 institutional investors held WisdomTree Asia Local Debt Fund (ALD) as of Q2 2015, down from 24 in Q1 2015.
  • Funds reported $12.5M of WisdomTree Asia Local Debt Fund stock for Q2 2015, up 3.4% quarter-over-quarter.
  • 1 fund opened new WisdomTree Asia Local Debt Fund positions in Q2 2015 and 8 closed out, a net change of -7 holders.
  • The largest WisdomTree Asia Local Debt Fund buyer in Q2 2015 was Jane Street, an estimated $1.61M added.
  • The largest WisdomTree Asia Local Debt Fund seller in Q2 2015 was Bluefin Capital Management, an estimated $547K sold.

Based on aggregated 13F filings for Q2 2015.