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WisdomTree Emerging Markets Local Debt Fund
ELD

46 hedge funds and large institutions have $33.5M invested in WisdomTree Emerging Markets Local Debt Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

6% less funds holding

Funds holding: 49 → 46 (-3)

9.87% less ownership

Funds ownership: 48.23% → 38.37% (-9.9%)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

36% less capital invested

Capital invested by funds: $52.6M → $33.5M (-$19.2M)

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.44M
2
CCM
Coldstream Capital Management
Washington
+$557K
3
FTUS
Flow Traders U.S.
New York
+$499K
4
RA
Riversedge Advisors
Delaware
+$442K
5
Morgan Stanley
Morgan Stanley
New York
+$439K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$15.5M
2
FWM
Foresight Wealth Management
Utah
-$846K
3
Wells Fargo
Wells Fargo
California
-$707K
4
CFO
Collective Family Office
Pennsylvania
-$512K
5
LPL Financial
LPL Financial
California
-$459K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
26
Anchor Investment Management
South Carolina
$39.9K +$159 +6 +0.4%
CA
27
CoreCap Advisors
Michigan
$37K +$38.2K +1,444 New
IA
28
IFP Advisors
Florida
$28K – – –
JWA
29
JFS Wealth Advisors
Pennsylvania
$27K – – –
DI
30
Disciplined Investments
Oklahoma
$26K +$106 +4 +0.4%
AW
31
Avion Wealth
Texas
$24K -$2.73K -103 -10%
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$3.73K -141 -16%
PFA
33
Professional Financial Advisors
Nebraska
$8K +$106 +4 +1%
CFD
34
Creative Financial Designs
Indiana
$7K – – –
William Blair & Company
35
William Blair & Company
Illinois
$7K +$26 +1 +0.4%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.13K – – –
TAM
37
Tucker Asset Management
Colorado
$2.33K +$2.41K +91 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$2K +$26 +1 +1%
C
39
Covestor
United Kingdom
$1K -$901 -34 -39%
BlackRock
40
BlackRock
New York
$1K – – –
TFA
41
Transamerica Financial Advisors
Florida
$1K +$26 +1 New
SIS
42
Sound Income Strategies
Florida
$1K +$636 +24 New
HWMA
43
Heritage Wealth Management (Arizona)
Arizona
$385 – – –
CFO
44
Collective Family Office
Pennsylvania
– -$512K -18,300 Closed
LPL Financial
45
LPL Financial
California
– -$459K -16,404 Closed
CAN
46
Cetera Advisor Networks
California
– -$282K -10,080 Closed
IAIM
47
International Assets Investment Management
Florida
– -$225K -7,636 Closed
VA
48
Valmark Advisers
Ohio
– -$211K -7,549 Closed
Betterment LLC
49
Betterment LLC
New York
– -$208K -7,443 Closed
HIIFS
50
Harel Insurance Investments & Financial Services
Israel
– -$52K -1,850 Closed
1
2
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ELD Hedge Fund Activity: Q2 2022 in Review

46 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q2 2022, worth a combined $33.5M — down 36% from $52.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ELD and 8 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 16 added.

The largest buyer was Bank of America, adding an estimated $1.44M. The largest seller was Jane Street, cutting an estimated $15.5M.

  • 46 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q2 2022, down from 49 in Q1 2022.
  • Funds reported $33.5M of WisdomTree Emerging Markets Local Debt Fund stock for Q2 2022, down 36% quarter-over-quarter.
  • 8 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q2 2022 and 11 closed out, a net change of -3 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q2 2022 was Bank of America, an estimated $1.44M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q2 2022 was Jane Street, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2022.