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WisdomTree Emerging Markets Local Debt Fund
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Overview Fund Activity

46 hedge funds and large institutions have $55.1M invested in WisdomTree Emerging Markets Local Debt Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
6
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IP
Ignite Planners
California
$1.98M
2
AA
AlphaQ Advisors
Florida
$1.75M
3
T
TRUADVICE
Florida
$329K
4
Bank of America
Bank of America
North Carolina
$6.39M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$189K

Top Sellers

1
Jane Street
Jane Street
New York
$3.02M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
3
CIM
Cambria Investment Management
California
$11.4M
4
LPL Financial
LPL Financial
California
$304K
5
VWA
V Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
26
Whittier Trust
California
$57.4K -$188K -7,173 -77%
HIIFS
27
Harel Insurance Investments & Financial Services
Israel
$49K – – –
SAM
28
S.A. Mason
Michigan
$44.5K – – –
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$44K -$26 -1 -0.1%
NCM
30
Northwest Capital Management
Oregon
$43.8K -$26 -1 -0.1%
Osaic Holdings
31
Osaic Holdings
Arizona
$33.4K +$26 +1 +0.1%
FHA
32
First Horizon Advisors
Tennessee
$28.9K +$28.9K +1,101 New
JWA
33
JFS Wealth Advisors
Pennsylvania
$28K – – –
US Bancorp
34
US Bancorp
Minnesota
$11.1K +$11.1K +423 New
AW
35
Avion Wealth
Texas
$11K – – –
AIM
36
Anchor Investment Management
South Carolina
$10.5K -$11.7K -447 -53%
William Blair & Company
37
William Blair & Company
Illinois
$7.17K +$26 +1 +0.4%
CFD
38
Creative Financial Designs
Indiana
$5.96K – – –
PA
39
Parallel Advisors
California
$5.83K – – –
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.25K – – –
NA
41
NewEdge Advisors
Louisiana
$3.07K – – –
TAM
42
Tucker Asset Management
Colorado
$2.39K – – –
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$2.26K +$2.26K +86 New
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.45K – – –
TFA
45
Transamerica Financial Advisors
Florida
$1K – – –
LFG
46
Larson Financial Group
Missouri
$118 – – –
HNB
47
Huntington National Bank
Ohio
$26 -$28 – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
– -$1.93M -69,723 Closed
VWA
49
V Wealth Advisors
Kansas
– -$288K -10,434 Closed
SWM
50
Spire Wealth Management
Virginia
– -$41.4K -1,500 Closed
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