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WisdomTree Emerging Markets Local Debt Fund

52 hedge funds and large institutions have $51.7M invested in WisdomTree Emerging Markets Local Debt Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 5652 (-4)

9.72% less ownership

Funds ownership: 49.23%39.51% (-9.7%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

27% less capital invested

Capital invested by funds: $71M → $51.7M (-$19.3M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
12
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$171K -$234K -7,509 -58%
Bank of America
27
Bank of America
North Carolina
$97K +$1.31K +42 +1%
CCM
28
Covington Capital Management
California
$89K
PFGIA
29
Patriot Financial Group Insurance Agency
Massachusetts
$81K -$5.64K -181 -7%
William Blair Investment Management
30
William Blair Investment Management
Illinois
$80K
DSC
31
Duncker Streett & Co
Missouri
$73K -$20.9K -670 -23%
HIIFS
32
Harel Insurance Investments & Financial Services
Israel
$59K
OIA
33
Optimum Investment Advisors
Illinois
$56K
SAM
34
S.A. Mason
Michigan
$54K
GRP
35
Global Retirement Partners
California
$50K +$35.7K +1,145 +263%
JWA
36
JFS Wealth Advisors
Pennsylvania
$44K
AW
37
Avion Wealth
Texas
$42K -$6.11K -196 -13%
DI
38
Disciplined Investments
Oklahoma
$32K
AIM
39
Anchor Investment Management
South Carolina
$23.4K
CFA
40
Carroll Financial Associates
North Carolina
$20K
JP Morgan Chase
41
JP Morgan Chase
New York
$16K
AP
42
Advisors Preferred
Maryland
$13K +$12.6K +405 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$12K
William Blair & Company
44
William Blair & Company
Illinois
$9K +$31 +1 +0.3%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.39K
CFD
46
Creative Financial Designs
Indiana
$4K
BlackRock
47
BlackRock
New York
$1K
TFA
48
Transamerica Financial Advisors
Florida
$1K +$31 +1 New
CAN
49
Cetera Advisor Networks
California
$1K +$811 +26 New
Jane Street
50
Jane Street
New York
-$11.2M -377,624 Closed

ELD Hedge Fund Activity: Q2 2020 in Review

52 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q2 2020, worth a combined $51.7M — down 27% from $71M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ELD and 5 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 12 added.

The largest buyer was Riversedge Advisors, opening a new position worth an estimated $216K. The largest seller was Jane Street, exiting entirely with an estimated $11.2M sold.

  • 52 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q2 2020, down from 56 in Q1 2020.
  • Funds reported $51.7M of WisdomTree Emerging Markets Local Debt Fund stock for Q2 2020, down 27% quarter-over-quarter.
  • 5 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q2 2020 and 9 closed out, a net change of -4 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q2 2020 was Riversedge Advisors, an estimated $216K added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q2 2020 was Jane Street, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2020.