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WisdomTree Emerging Markets Local Debt Fund
ELD

69 hedge funds and large institutions have $108M invested in WisdomTree Emerging Markets Local Debt Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

74% more capital invested

Capital invested by funds: $62.1M → $108M (+$45.9M)

20.92% more ownership

Funds ownership: 34.85% → 55.77% (+21%)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 70 → 69 (-1)

50% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 26

Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
13
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPC
Banque Pictet & Cie
Switzerland
+$28.1M
2
PNAA
Pictet North America Advisors
Switzerland
+$27.8M
3
Jane Street
Jane Street
New York
+$11.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.07M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
-$7.84M
2
OCM
One Capital Management
California
-$4.87M
3
Wells Fargo
Wells Fargo
California
-$4.5M
4
CIR
Clear Investment Research
Georgia
-$3.29M
5
OIA
OneDigital Investment Advisors
Kansas
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$341K +$19.6K +583 +6%
WT
27
Whittier Trust
California
$303K -$210K -6,270 -40%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$257K +$263K +7,835 New
AAM
29
Autus Asset Management
Arizona
$253K +$1.18K +35 +0.5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$250K +$33.6K +1,001 +15%
G
31
GenTrust
Florida
$224K -$369K -10,990 -62%
NFG
32
Nations Financial Group
Iowa
$202K +$207K +6,154 New
Bank of America
33
Bank of America
North Carolina
$160K -$68.8K -2,051 -30%
DSC
34
Duncker Streett & Co
Missouri
$113K -$109K -3,237 -48%
AIM
35
Anchor Investment Management
South Carolina
$101K -$3.86K -115 -4%
CCM
36
Covington Capital Management
California
$91K – – –
HIIFS
37
Harel Insurance Investments & Financial Services
Israel
$72K – – –
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$68K +$12.2K +363 +21%
William Blair Investment Management
39
William Blair Investment Management
Illinois
$62K – – –
IA
40
IFP Advisors
Florida
$57K -$186K -5,544 -76%
JWA
41
JFS Wealth Advisors
Pennsylvania
$55K -$1.61K -48 -3%
HNB
42
Huntington National Bank
Ohio
$52K – – –
KL
43
KWMG LLC
Kansas
$46K -$134 -4 -0.3%
Deutsche Bank
44
Deutsche Bank
Germany
$43K – – –
PA
45
Parallel Advisors
California
$40K -$4.67K -139 -10%
AA
46
Ancora Advisors
Ohio
$31K +$31.3K +932 New
TCOV
47
Trust Company of Vermont
Vermont
$28K -$2.18K -65 -7%
CPIG
48
Chicago Partners Investment Group
Illinois
$27K – – –
IP
49
Intellectus Partners
California
$25K +$369 +11 +1%
CWA
50
Clarus Wealth Advisors
Arizona
$21K +$2.25K +67 +11%
1
2
3 4

ELD Hedge Fund Activity: Q3 2018 in Review

69 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q3 2018, worth a combined $108M — up 74% from $62.1M a quarter earlier.

Fund positioning in ELD was balanced in Q3 2018: 11 funds opened new positions, 11 closed out, 13 added to existing stakes and 26 trimmed.

The largest buyer was Banque Pictet & Cie, opening a new position worth an estimated $28.1M. The largest seller was SEI Investments, cutting an estimated $7.84M.

  • 69 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q3 2018, down from 70 in Q2 2018.
  • Funds reported $108M of WisdomTree Emerging Markets Local Debt Fund stock for Q3 2018, up 74% quarter-over-quarter.
  • 11 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q3 2018 and 11 closed out, a net change of 0 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q3 2018 was Banque Pictet & Cie, an estimated $28.1M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q3 2018 was SEI Investments, an estimated $7.84M sold.

Based on aggregated 13F filings for Q3 2018.