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WisdomTree Emerging Markets Local Debt Fund
ELD

45 hedge funds and large institutions have $63.9M invested in WisdomTree Emerging Markets Local Debt Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5.14% more ownership

Funds ownership: 55.81% → 60.95% (+5.1%)

5% more funds holding

Funds holding: 43 → 45 (+2)

3% more capital invested

Capital invested by funds: $61.9M → $63.9M (+$1.96M)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
11
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$9.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.89M
3
Bank of America
Bank of America
North Carolina
+$1.04M
4
LPL Financial
LPL Financial
California
+$574K
5
Wells Fargo
Wells Fargo
California
+$156K

Top Sellers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
-$6.55M
2
CWM
Comprehensive Wealth Management
Washington
-$4.68M
3
FTUS
Flow Traders U.S.
New York
-$579K
4
CIM
Cambria Investment Management
California
-$348K
5
Morgan Stanley
Morgan Stanley
New York
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
S.A. Mason
Michigan
$45.9K – – –
SWM
27
Spire Wealth Management
Virginia
$41.4K +$40.8K +1,500 New
Osaic Holdings
28
Osaic Holdings
Arizona
$35.1K +$27 +1 +0.1%
JWA
29
JFS Wealth Advisors
Pennsylvania
$29.4K – – –
DI
30
Disciplined Investments
Oklahoma
$29.2K +$353 +13 +1%
AIM
31
Anchor Investment Management
South Carolina
$23.4K -$16.1K -594 -41%
GRP
32
Global Retirement Partners
California
$19.3K – – –
MIH
33
Meitav Investment House
Israel
$18.8K +$18.5K +682 New
AW
34
Avion Wealth
Texas
$12K -$13.3K -488 -52%
William Blair & Company
35
William Blair & Company
Illinois
$7.51K +$27 +1 +0.4%
CFD
36
Creative Financial Designs
Indiana
$6.26K -$1.6K -59 -21%
PA
37
Parallel Advisors
California
$6.12K – – –
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.52K – – –
NA
39
NewEdge Advisors
Louisiana
$3.23K – – –
FA
40
Fiduciary Alliance
South Carolina
$2.56K +$2.53K +93 New
TAM
41
Tucker Asset Management
Colorado
$2.51K – – –
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.52K – – –
TFA
43
Transamerica Financial Advisors
Florida
$1K +$27 +1 New
NRG
44
Nemes Rush Group
Michigan
$359 +$353 +13 New
LFG
45
Larson Financial Group
Missouri
$122 – – –
HNB
46
Huntington National Bank
Ohio
$28 – – –
PP
47
Prudential plc
United Kingdom
– -$6.55M -242,077 Closed
CWM
48
Comprehensive Wealth Management
Washington
– -$4.68M -172,932 Closed
FTUS
49
Flow Traders U.S.
New York
– -$579K -21,384 Closed
ASN
50
Advisory Services Network
Georgia
– -$1.19K -44 Closed
1
2
3

ELD Hedge Fund Activity: Q2 2023 in Review

45 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q2 2023, worth a combined $63.9M — up 3.2% from $61.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ELD positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, adding an estimated $9.4M. The largest seller was Prudential plc, exiting entirely with an estimated $6.55M sold.

  • 45 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q2 2023, up from 43 in Q1 2023.
  • Funds reported $63.9M of WisdomTree Emerging Markets Local Debt Fund stock for Q2 2023, up 3.2% quarter-over-quarter.
  • 8 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q2 2023 and 5 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q2 2023 was Jane Street, an estimated $9.4M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q2 2023 was Prudential plc, an estimated $6.55M sold.

Based on aggregated 13F filings for Q2 2023.