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WisdomTree Emerging Markets Local Debt Fund
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Overview Fund Activity

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
Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.41%
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
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$4M
2
RFM
Royal Fund Management
Florida
+$2.45M
3
Morgan Stanley
Morgan Stanley
New York
+$1.15M
4
PNAA
Pictet North America Advisors
Switzerland
+$997K
5
BPC
Banque Pictet & Cie
Switzerland
+$938K

Top Sellers

1
RWA
Redhawk Wealth Advisors
Minnesota
-$2.19M
2
Jane Street
Jane Street
New York
-$1.48M
3
CWSR
Chessman Wealth Strategies RIA
Texas
-$1.18M
4
AG
Advisor Group
Arizona
-$1.15M
5
OIA
OneDigital Investment Advisors
Kansas
-$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$365K -$301K -8,741 -45%
AT
27
Arden Trust
Delaware
$352K -$36.4K -1,059 -9%
WT
28
Whittier Trust
California
$350K – – –
LPL Financial
29
LPL Financial
California
$299K +$11.2K +326 +4%
BAM
30
Belpointe Asset Management
Nevada
$295K +$295K +8,580 New
AAM
31
Autus Asset Management
Arizona
$230K – – –
AG
32
Advisor Group
Arizona
$209K -$1.15M -33,587 -85%
NFG
33
Nations Financial Group
Iowa
$205K -$24.8K -699 -11%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$205K -$22.4K -653 -10%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$204K +$150K +4,346 +278%
SFS
36
Sowell Financial Services
Arkansas
$138K +$138K +4,022 New
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$133K -$22K -643 -14%
NFG
38
Next Financial Group
Texas
$118K +$1.49K +43 +1%
CCM
39
Covington Capital Management
California
$95K – – –
William Blair Investment Management
40
William Blair Investment Management
Illinois
$91K +$20.6K +600 +29%
Bank of America
41
Bank of America
North Carolina
$89K -$12.8K -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 -$10.3K -300 -18%
FAAS
46
First Allied Advisory Services
California
$44K +$44K +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 – – –
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2
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