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WisdomTree Emerging Markets Local Debt Fund

64 hedge funds and large institutions have $109M invested in WisdomTree Emerging Markets Local Debt Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $109M → $109M (-$338K)

0.61% less ownership

Funds ownership: 58.33%57.72% (-0.61%)

4% less funds holding

Funds holding: 6764 (-3)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
4
Increased
16
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$365K -$307K -8,741 -45%
AT
27
Arden Trust
Delaware
$352K -$37.2K -1,059 -9%
WT
28
Whittier Trust
California
$350K
LPL Financial
29
LPL Financial
California
$299K +$11.4K +326 +4%
BAM
30
Belpointe Asset Management
Nevada
$295K +$301K +8,580 New
AAM
31
Autus Asset Management
Arizona
$230K
AG
32
Advisor Group
Arizona
$209K -$1.18M -33,587 -85%
NFG
33
Nations Financial Group
Iowa
$205K -$24.5K -699 -11%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$205K -$22.9K -653 -10%
JP Morgan Chase
35
JP Morgan Chase
New York
$204K +$153K +4,346 +278%
SFS
36
Sowell Financial Services
Arkansas
$138K +$141K +4,022 New
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$133K -$22.6K -643 -14%
NFG
38
Next Financial Group
Texas
$118K +$1.51K +43 +1%
CCM
39
Covington Capital Management
California
$95K
William Blair Investment Management
40
William Blair Investment Management
Illinois
$91K +$21.1K +600 +29%
Bank of America
41
Bank of America
North Carolina
$89K -$13.1K -372 -13%
HIIFS
42
Harel Insurance Investments & Financial Services
Israel
$75K
OIA
43
Optimum Investment Advisors
Illinois
$60K
AIM
44
Anchor Investment Management
South Carolina
$52.7K
JWA
45
JFS Wealth Advisors
Pennsylvania
$47K -$10.5K -300 -18%
FAAS
46
First Allied Advisory Services
California
$44K +$44.5K +1,269 New
CFA
47
Carroll Financial Associates
North Carolina
$22K
US Bancorp
48
US Bancorp
Minnesota
$19K
SIM
49
Sonora Investment Management
Arizona
$16K
GRP
50
Global Retirement Partners
California
$15K

ELD Hedge Fund Activity: Q3 2019 in Review

64 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q3 2019, worth a combined $109M — down 0.31% from $109M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ELD and 4 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 16 added.

The largest buyer was UBS Group, adding an estimated $4.09M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $2.19M sold.

  • 64 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q3 2019, down from 67 in Q2 2019.
  • Funds reported $109M of WisdomTree Emerging Markets Local Debt Fund stock for Q3 2019, down 0.31% quarter-over-quarter.
  • 4 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q3 2019 and 7 closed out, a net change of -3 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q3 2019 was UBS Group, an estimated $4.09M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q3 2019 was Redhawk Wealth Advisors, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2019.