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WisdomTree Emerging Markets Local Debt Fund
ELD

65 hedge funds and large institutions have $110M invested in WisdomTree Emerging Markets Local Debt Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 64 → 65 (+1)

1% more capital invested

Capital invested by funds: $109M → $110M (+$1.19M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.04% less ownership

Funds ownership: 57.72% → 56.68% (-1%)

36% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 22

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
14
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OBWP
O'Brien Wealth Partners
Massachusetts
+$4.54M
2
UBS Group
UBS Group
Switzerland
+$2.94M
3
Wells Fargo
Wells Fargo
California
+$2.36M
4
DC
Davenport & Co
Virginia
+$444K
5
Jane Street
Jane Street
New York
+$430K

Top Sellers

Rank Fund Capital Flow
1
BPC
Banque Pictet & Cie
Switzerland
-$5.11M
2
PNAA
Pictet North America Advisors
Switzerland
-$5.11M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.9M
4
Goldman Sachs
Goldman Sachs
New York
-$846K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$781K
Name Holding Trade Value Shares
Change 		Change in
Stake
AT
26
Arden Trust
Delaware
$339K -$28.2K -803 -8%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$326K -$27.5K -783 -7%
CM
28
Columbus Macro
Pennsylvania
$314K +$307K +8,725 New
AAM
29
Autus Asset Management
Arizona
$239K -$1.58K -45 -0.7%
Goldman Sachs
30
Goldman Sachs
New York
$237K -$846K -24,070 -78%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$213K -$1.62K -46 -0.8%
LPL Financial
32
LPL Financial
California
$210K -$100K -2,846 -33%
NFG
33
Nations Financial Group
Iowa
$209K +$1.27K +36 +0.6%
EAM
34
Evanson Asset Management
California
$207K +$202K +5,748 New
Bank of America
35
Bank of America
North Carolina
$196K +$101K +2,875 +111%
NFG
36
Next Financial Group
Texas
$123K +$246 +7 +0.2%
DSC
37
Duncker Streett & Co
Missouri
$105K +$103K +2,916 New
William Blair Investment Management
38
William Blair Investment Management
Illinois
$101K +$5.28K +150 +6%
CCM
39
Covington Capital Management
California
$100K – – –
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$96K -$42.7K -1,213 -31%
HIIFS
41
Harel Insurance Investments & Financial Services
Israel
$78K – – –
VCS
42
Vaughan & Co Securities
New Jersey
$76.2K +$74.6K +2,120 New
OIA
43
Optimum Investment Advisors
Illinois
$63K – – –
SAM
44
S.A. Mason
Michigan
$61K +$59.6K +1,695 New
JWA
45
JFS Wealth Advisors
Pennsylvania
$49K – – –
AG
46
Advisor Group
Arizona
$38K -$177K -5,033 -83%
AIM
47
Anchor Investment Management
South Carolina
$37.1K -$17.6K -500 -33%
DI
48
Disciplined Investments
Oklahoma
$36K +$35.2K +1,000 New
CFA
49
Carroll Financial Associates
North Carolina
$23K – – –
US Bancorp
50
US Bancorp
Minnesota
$20K – – –
1
2
3

ELD Hedge Fund Activity: Q4 2019 in Review

65 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q4 2019, worth a combined $110M — up 1.1% from $109M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ELD positions and 10 closed out — a net gain of 1 holder — while 14 added to existing stakes and 22 trimmed.

The largest buyer was O'Brien Wealth Partners, opening a new position worth an estimated $4.54M. The largest seller was Banque Pictet & Cie, cutting an estimated $5.11M.

  • 65 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q4 2019, up from 64 in Q3 2019.
  • Funds reported $110M of WisdomTree Emerging Markets Local Debt Fund stock for Q4 2019, up 1.1% quarter-over-quarter.
  • 11 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q4 2019 and 10 closed out, a net change of +1 holder.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q4 2019 was O'Brien Wealth Partners, an estimated $4.54M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q4 2019 was Banque Pictet & Cie, an estimated $5.11M sold.

Based on aggregated 13F filings for Q4 2019.