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WisdomTree Emerging Markets Local Debt Fund
ELD

46 hedge funds and large institutions have $49.4M invested in WisdomTree Emerging Markets Local Debt Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

34% more capital invested

Capital invested by funds: $36.7M → $49.4M (+$12.7M)

12% more funds holding

Funds holding: 41 → 46 (+5)

11.09% more ownership

Funds ownership: 42.01% → 53.1% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
9
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$9.18M
2
PP
Prudential plc
United Kingdom
+$2.95M
3
Wells Fargo
Wells Fargo
California
+$1.12M
4
Bank of America
Bank of America
North Carolina
+$549K
5
DWM
Drive Wealth Management
Utah
+$378K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.43M
2
FWM
Foresight Wealth Management
Utah
-$1.13M
3
Citadel Advisors
Citadel Advisors
Florida
-$722K
4
FTUS
Flow Traders U.S.
New York
-$572K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$375K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$32K -$15.2K -606 -32%
IA
27
IFP Advisors
Florida
$29K -$1.58K -63 -7%
JWA
28
JFS Wealth Advisors
Pennsylvania
$27.5K – – –
DI
29
Disciplined Investments
Oklahoma
$26.6K +$325 +13 +1%
AW
30
Avion Wealth
Texas
$22K – – –
CFD
31
Creative Financial Designs
Indiana
$7.39K – – –
William Blair & Company
32
William Blair & Company
Illinois
$6.98K +$25 +1 +0.4%
CA
33
CoreCap Advisors
Michigan
$6.9K +$6.68K +267 New
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.17K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.9K +116 New
FA
36
Fiduciary Alliance
South Carolina
$2.4K +$2.33K +93 New
TAM
37
Tucker Asset Management
Colorado
$2.35K – – –
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.43K +$1.38K +55 New
ASN
39
Advisory Services Network
Georgia
$1.14K +$1.1K +44 New
TFA
40
Transamerica Financial Advisors
Florida
$1K – – –
HWMA
41
Heritage Wealth Management (Arizona)
Arizona
$775 +$375 +15 +100%
BlackRock
42
BlackRock
New York
$517 – – –
LFG
43
Larson Financial Group
Missouri
$112 – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$77 +$50 +2 +200%
HNB
45
Huntington National Bank
Ohio
$26 – – –
NA
46
NewEdge Advisors
Louisiana
$3 +$2.93K +117 New
FWM
47
Foresight Wealth Management
Utah
– -$1.13M -46,396 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$722K -29,746 Closed
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
– -$375K -15,458 Closed
PAG
50
Private Advisor Group
New Jersey
– -$227K -9,361 Closed
1
2
3

ELD Hedge Fund Activity: Q4 2022 in Review

46 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q4 2022, worth a combined $49.4M — up 34% from $36.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ELD positions and 6 closed out — a net gain of 5 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, adding an estimated $9.18M. The largest seller was Morgan Stanley, cutting an estimated $1.43M.

  • 46 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q4 2022, up from 41 in Q3 2022.
  • Funds reported $49.4M of WisdomTree Emerging Markets Local Debt Fund stock for Q4 2022, up 34% quarter-over-quarter.
  • 11 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q4 2022 and 6 closed out, a net change of +5 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q4 2022 was Jane Street, an estimated $9.18M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q4 2022 was Morgan Stanley, an estimated $1.43M sold.

Based on aggregated 13F filings for Q4 2022.