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WisdomTree Emerging Markets Local Debt Fund
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Overview Fund Activity

110 hedge funds and large institutions have $389M invested in WisdomTree Emerging Markets Local Debt Fund in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 19 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+1
Holders Change %
+0.92%
% of All Funds
2.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
23
Increased
19
Reduced
52
Closed
21
Calls
–
Puts
$312K
Net Calls
-$312K
Net Calls Change
-$361K

Top Buyers

1
VA
Valmark Advisers
Ohio
$111M
2
Jane Street
Jane Street
New York
$11.1M
3
BB
Busey Bank
Illinois
$3.37M
4
AssetMark Inc
AssetMark Inc
California
$3.24M
5
MIS
Morningstar Investment Services
Illinois
$33.5M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$1.1M
2
FAAM
First Allied Asset Management
California
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.2M
4
CFA
Capstone Financial Advisors
Illinois
$14.1M
5
UCFA
United Capital Financial Advisors
Texas
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$2.25M -$635K -15,258 -22%
GC
27
Garde Capital
Washington
$1.83M -$575K -13,819 -24%
PAG
28
Private Advisor Group
New Jersey
$1.77M +$39K +937 +2%
TCOV
29
Trust Company of Vermont
Vermont
$1.75M +$77.4K +1,861 +5%
BCM
30
Bluefin Capital Management
New York
$1.72M -$667K -16,042 -28%
BUB
31
BBVA USA Bancshares
Texas
$1.72M -$313K -7,520 -15%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.6M -$17K -409 -1%
SEI Investments
33
SEI Investments
Pennsylvania
$1.56M +$1.56M +37,563 New
HIM
34
Hillsdale Investment Management
Ontario, Canada
$1.56M +$1.56M +37,400 New
CIA
35
Capital Investment Advisors
Georgia
$1.51M -$154K -3,696 -9%
JIC
36
Johnson Investment Counsel
Ohio
$1.29M -$125K -3,000 -9%
JWA
37
JFS Wealth Advisors
Pennsylvania
$1.23M -$22.4K -538 -2%
BCM
38
Brookstone Capital Management
Illinois
$1.11M -$18.6K -448 -2%
Creative Planning
39
Creative Planning
Kansas
$1.1M -$55.3M -1,329,501 -98%
EWM
40
Empirical Wealth Management
Washington
$911K -$35K -842 -4%
GI
41
Gradient Investments
Minnesota
$881K -$28.4K -683 -3%
KA
42
Klingman & Associates
New York
$881K +$881K +21,199 New
PP
43
Prudential plc
United Kingdom
$874K +$66.6K +1,600 +8%
WTC
44
WhitTier Trust Company
Nevada
$844K -$504K -12,125 -37%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$839K -$149K -3,575 -15%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$803K +$803K +19,312 New
BBA
47
BLB&B Advisors
Pennsylvania
$736K -$173K -4,158 -19%
IA
48
IndexIQ Advisors
New York
$693K -$398K -9,562 -36%
KL
49
KWMG LLC
Kansas
$669K +$669K +16,138 New
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$660K -$650K -15,626 -50%
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