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WisdomTree Emerging Markets Local Debt Fund
ELD

67 hedge funds and large institutions have $109M invested in WisdomTree Emerging Markets Local Debt Fund in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

1.01% more ownership

Funds ownership: 57.32% → 58.33% (+1%)

1% more capital invested

Capital invested by funds: $108M → $109M (+$1.59M)

1% less funds holding

Funds holding: 68 → 67 (-1)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
11
Increased
18
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RWA
Redhawk Wealth Advisors
Minnesota
+$2.12M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.11M
3
Jane Street
Jane Street
New York
+$1.86M
4
CWSR
Chessman Wealth Strategies RIA
Texas
+$1.65M
5
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.72M
2
Wells Fargo
Wells Fargo
California
-$5.52M
3
CLOS
Compagnie Lombard Odier SCmA
Switzerland
-$1.56M
4
FTUS
Flow Traders U.S.
New York
-$661K
5
SWP
Strategic Wealth Partners
Ohio
-$429K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$571K +$229K +6,703 +71%
FTUS
27
Flow Traders U.S.
New York
$436K -$661K -19,306 -61%
AT
28
Arden Trust
Delaware
$399K -$50.8K -1,485 -12%
WT
29
Whittier Trust
California
$360K – – –
LPL Financial
30
LPL Financial
California
$296K -$61.9K -1,809 -18%
SWP
31
Strategic Wealth Partners
Ohio
$286K -$429K -12,543 -61%
AAM
32
Autus Asset Management
Arizona
$236K -$6.33K -185 -3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$234K +$171 +5 +0.1%
NFG
34
Nations Financial Group
Iowa
$229K +$1.71K +50 +0.8%
EAM
35
Evanson Asset Management
California
$203K +$197K +5,748 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$161K +$6.71K +196 +5%
NFG
37
Next Financial Group
Texas
$119K +$115K +3,372 New
Bank of America
38
Bank of America
North Carolina
$105K -$25.1K -733 -20%
DSC
39
Duncker Streett & Co
Missouri
$101K -$22.9K -668 -19%
CCM
40
Covington Capital Management
California
$98K – – –
PO
41
Private Ocean
California
$77K -$170K -4,964 -69%
HIIFS
42
Harel Insurance Investments & Financial Services
Israel
$77K – – –
William Blair Investment Management
43
William Blair Investment Management
Illinois
$72K +$8.56K +250 +14%
OIA
44
Optimum Investment Advisors
Illinois
$62K -$1.2K -35 -2%
JWA
45
JFS Wealth Advisors
Pennsylvania
$59K – – –
JP Morgan Chase
46
JP Morgan Chase
New York
$55K -$5.72M -167,229 -99%
AIM
47
Anchor Investment Management
South Carolina
$54.2K -$17.1K -500 -25%
CFA
48
Carroll Financial Associates
North Carolina
$22K – – –
US Bancorp
49
US Bancorp
Minnesota
$19K – – –
SIM
50
Sonora Investment Management
Arizona
$17K – – –
1
2
3

ELD Hedge Fund Activity: Q2 2019 in Review

67 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q2 2019, worth a combined $109M — up 1.5% from $108M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ELD positions and 8 closed out — a net gain of 3 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $2.12M. The largest seller was JP Morgan Chase, cutting an estimated $5.72M.

  • 67 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q2 2019, down from 68 in Q1 2019.
  • Funds reported $109M of WisdomTree Emerging Markets Local Debt Fund stock for Q2 2019, up 1.5% quarter-over-quarter.
  • 11 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q2 2019 and 8 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q2 2019 was Redhawk Wealth Advisors, an estimated $2.12M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q2 2019 was JP Morgan Chase, an estimated $5.72M sold.

Based on aggregated 13F filings for Q2 2019.