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WisdomTree Emerging Markets Local Debt Fund

52 hedge funds and large institutions have $41M invested in WisdomTree Emerging Markets Local Debt Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

11% more funds holding

Funds holding: 4752 (+5)

5% more capital invested

Capital invested by funds: $39.1M → $41M (+$1.91M)

0.28% more ownership

Funds ownership: 31.6%31.89% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
17
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Riversedge Advisors
Delaware
$211K -$28.4K -851 -12%
LIA
27
Luken Investment Analytics
Tennessee
$210K +$201K +6,030 New
NFG
28
Next Financial Group
Texas
$133K +$666 +20 +0.5%
Osaic Holdings
29
Osaic Holdings
Arizona
$104K -$46.1K -1,382 -31%
CCM
30
Covington Capital Management
California
$97K
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$84K -$13.7K -411 -15%
HIIFS
32
Harel Insurance Investments & Financial Services
Israel
$64K
OIA
33
Optimum Investment Advisors
Illinois
$61K
SAM
34
S.A. Mason
Michigan
$59K
William Blair Investment Management
35
William Blair Investment Management
Illinois
$54K +$2.33K +70 +5%
GRP
36
Global Retirement Partners
California
$48K
JWA
37
JFS Wealth Advisors
Pennsylvania
$48K
AW
38
Avion Wealth
Texas
$36K -$2.7K -81 -7%
DI
39
Disciplined Investments
Oklahoma
$35K
AIM
40
Anchor Investment Management
South Carolina
$25.5K
CFA
41
Carroll Financial Associates
North Carolina
$22K
JP Morgan Chase
42
JP Morgan Chase
New York
$18K
CFGS
43
Concourse Financial Group Securities
Alabama
$18K +$17.1K +514 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$12K
William Blair & Company
45
William Blair & Company
Illinois
$10K +$33 +1 +0.3%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.96K
ASN
47
Advisory Services Network
Georgia
$2K
BlackRock
48
BlackRock
New York
$1K
PWPS
49
Pinnacle Wealth Planning Services
Ohio
$1K +$1.33K +40 New
Jane Street
50
Jane Street
New York
-$6.43M -202,628 Closed

ELD Hedge Fund Activity: Q4 2020 in Review

52 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q4 2020, worth a combined $41M — up 4.9% from $39.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ELD positions and 4 closed out — a net gain of 5 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.79M. The largest seller was Jane Street, exiting entirely with an estimated $6.43M sold.

  • 52 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q4 2020, up from 47 in Q3 2020.
  • Funds reported $41M of WisdomTree Emerging Markets Local Debt Fund stock for Q4 2020, up 4.9% quarter-over-quarter.
  • 9 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q4 2020 and 4 closed out, a net change of +5 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q4 2020 was Wells Fargo, an estimated $2.79M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q4 2020 was Jane Street, an estimated $6.43M sold.

Based on aggregated 13F filings for Q4 2020.