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WisdomTree Emerging Markets Local Debt Fund

55 hedge funds and large institutions have $56.4M invested in WisdomTree Emerging Markets Local Debt Fund in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

37% more capital invested

Capital invested by funds: $41M → $56.4M (+$15.4M)

11.08% more ownership

Funds ownership: 31.89%42.96% (+11%)

6% more funds holding

Funds holding: 5255 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
11
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$223K -$204K -6,071 -47%
Osaic Holdings
27
Osaic Holdings
Arizona
$209K +$119K +3,530 +117%
BAM
28
Belpointe Asset Management
Nevada
$195K +$204K +6,074 New
CF
29
Centaurus Financial
California
$138K -$111K -3,319 -44%
NFG
30
Next Financial Group
Texas
$123K +$1.38K +41 +1%
SFS
31
Sowell Financial Services
Arkansas
$94K +$96.6K +2,877 New
CCM
32
Covington Capital Management
California
$89K
HIIFS
33
Harel Insurance Investments & Financial Services
Israel
$59K
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$56K -$22.8K -680 -28%
OIA
35
Optimum Investment Advisors
Illinois
$56K
SAM
36
S.A. Mason
Michigan
$54K
GRP
37
Global Retirement Partners
California
$44K
JWA
38
JFS Wealth Advisors
Pennsylvania
$34K -$10.4K -310 -23%
AW
39
Avion Wealth
Texas
$33K +$34 +1 +0.1%
DI
40
Disciplined Investments
Oklahoma
$32K
AIM
41
Anchor Investment Management
South Carolina
$23.4K
CFA
42
Carroll Financial Associates
North Carolina
$20K
RWB
43
RMR Wealth Builders
New Jersey
$19K +$19.5K +582 New
CFGS
44
Concourse Financial Group Securities
Alabama
$16K
JP Morgan Chase
45
JP Morgan Chase
New York
$16K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$12K
APA
47
American Portfolios Advisors
New York
$9.48K +$9.94K +296 New
William Blair & Company
48
William Blair & Company
Illinois
$9K +$34 +1 +0.3%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.4K
BWA
50
BDO Wealth Advisors
Florida
$6K +$6.38K +190 New

ELD Hedge Fund Activity: Q1 2021 in Review

55 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q1 2021, worth a combined $56.4M — up 37% from $41M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ELD positions and 9 closed out — a net gain of 4 holders — while 11 added to existing stakes and 16 trimmed.

The largest buyer was Destiny Wealth Partners, opening a new position worth an estimated $8.67M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.96M sold.

  • 55 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q1 2021, up from 52 in Q4 2020.
  • Funds reported $56.4M of WisdomTree Emerging Markets Local Debt Fund stock for Q1 2021, up 37% quarter-over-quarter.
  • 13 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q1 2021 and 9 closed out, a net change of +4 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q1 2021 was Destiny Wealth Partners, an estimated $8.67M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q1 2021 was Flow Traders U.S., an estimated $3.96M sold.

Based on aggregated 13F filings for Q1 2021.