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WisdomTree Emerging Markets Local Debt Fund
ELD

75 hedge funds and large institutions have $91.2M invested in WisdomTree Emerging Markets Local Debt Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

36% more capital invested

Capital invested by funds: $67M → $91.2M (+$24.2M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

5.2% more ownership

Funds ownership: 34.13% → 39.33% (+5.2%)

1% more funds holding

Funds holding: 74 → 75 (+1)

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
26
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWSR
Chessman Wealth Strategies RIA
Texas
+$11.7M
2
FTUS
Flow Traders U.S.
New York
+$5.8M
3
Jane Street
Jane Street
New York
+$4.21M
4
SWP
Strategic Wealth Partners
Ohio
+$3.74M
5
Wells Fargo
Wells Fargo
California
+$3.7M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.82M
2
CLOS
Compagnie Lombard Odier SCmA
Switzerland
-$4.23M
3
LS
Lattice Strategies
Pennsylvania
-$1.23M
4
Goldman Sachs
Goldman Sachs
New York
-$1.18M
5
SEI Investments
SEI Investments
Pennsylvania
-$796K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IndexIQ Advisors
New York
$728K -$85K -2,164 -10%
WT
27
Whittier Trust
California
$636K – – –
AT
28
Arden Trust
Delaware
$601K +$10.6K +269 +2%
CIA
29
Capital Investment Advisors
Georgia
$468K -$6.09K -155 -1%
USAA
30
United Services Automobile Association
Texas
$456K – – –
G
31
GenTrust
Florida
$418K +$60.8K +1,549 +17%
LPL Financial
32
LPL Financial
California
$402K +$4.36K +111 +1%
PVH
33
Psagot Value Holdings
Israel
$393K – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$362K +$206K +5,255 +133%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$357K +$54.8K +1,395 +17%
AAM
36
Autus Asset Management
Arizona
$349K -$73.1K -1,860 -17%
CCM
37
Crabel Capital Management
California
$337K +$337K +8,583 New
RJA
38
Raymond James & Associates
Florida
$332K +$80.8K +2,057 +32%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$275K +$35.6K +907 +15%
DSC
40
Duncker Streett & Co
Missouri
$259K +$3.26K +83 +1%
EAM
41
Evanson Asset Management
California
$230K +$22.1K +563 +11%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$210K +$210K +5,345 New
AIM
43
Anchor Investment Management
South Carolina
$171K – – –
CCM
44
Covington Capital Management
California
$109K – – –
HIIFS
45
Harel Insurance Investments & Financial Services
Israel
$86K – – –
William Blair Investment Management
46
William Blair Investment Management
Illinois
$86K – – –
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$70K +$79 +2 +0.1%
JWA
48
JFS Wealth Advisors
Pennsylvania
$68K – – –
HNB
49
Huntington National Bank
Ohio
$62K – – –
PA
50
Parallel Advisors
California
$59K -$42.1K -1,071 -42%
1
2
3 4

ELD Hedge Fund Activity: Q1 2018 in Review

75 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q1 2018, worth a combined $91.2M — up 36% from $67M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ELD positions and 9 closed out — a net gain of 1 holder — while 26 added to existing stakes and 15 trimmed.

The largest buyer was Chessman Wealth Strategies RIA, opening a new position worth an estimated $11.7M. The largest seller was UBS Group, cutting an estimated $4.82M.

  • 75 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q1 2018, up from 74 in Q4 2017.
  • Funds reported $91.2M of WisdomTree Emerging Markets Local Debt Fund stock for Q1 2018, up 36% quarter-over-quarter.
  • 10 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q1 2018 and 9 closed out, a net change of +1 holder.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q1 2018 was Chessman Wealth Strategies RIA, an estimated $11.7M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q1 2018 was UBS Group, an estimated $4.82M sold.

Based on aggregated 13F filings for Q1 2018.