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WisdomTree Emerging Markets Local Debt Fund
ELD

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

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 45 → 46 (+1)

4.9% less ownership

Funds ownership: 60.95% → 56.05% (-4.9%)

14% less capital invested

Capital invested by funds: $63.9M → $55.1M (-$8.79M)

65% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 17

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

Rank Fund Capital Flow
1
IP
Ignite Planners
California
+$2.17M
2
AA
AlphaQ Advisors
Florida
+$1.84M
3
T
TRUADVICE
Florida
+$341K
4
Bank of America
Bank of America
North Carolina
+$245K
5
JP Morgan Chase
JP Morgan Chase
New York
+$198K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$7.05M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.93M
3
CIM
Cambria Investment Management
California
-$917K
4
LPL Financial
LPL Financial
California
-$496K
5
VWA
V Wealth Advisors
Kansas
-$288K
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
26
Whittier Trust
California
$57.4K -$197K -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 -$27 -1 -0.1%
NCM
30
Northwest Capital Management
Oregon
$43.8K -$27 -1 -0.1%
Osaic Holdings
31
Osaic Holdings
Arizona
$33.4K +$27 +1 +0.1%
FHA
32
First Horizon Advisors
Tennessee
$28.9K +$30.3K +1,101 New
JWA
33
JFS Wealth Advisors
Pennsylvania
$28K – – –
US Bancorp
34
US Bancorp
Minnesota
$11.1K +$11.6K +423 New
AW
35
Avion Wealth
Texas
$11K – – –
AIM
36
Anchor Investment Management
South Carolina
$10.5K -$12.3K -447 -53%
William Blair & Company
37
William Blair & Company
Illinois
$7.17K +$27 +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 +$2.36K +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 – – –
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
1
2
3

ELD Hedge Fund Activity: Q3 2023 in Review

46 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q3 2023, worth a combined $55.1M — down 14% from $63.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ELD positions and 8 closed out — a net gain of 1 holder — while 6 added to existing stakes and 17 trimmed.

The largest buyer was Ignite Planners, opening a new position worth an estimated $2.17M. The largest seller was Jane Street, cutting an estimated $7.05M.

  • 46 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q3 2023, up from 45 in Q2 2023.
  • Funds reported $55.1M of WisdomTree Emerging Markets Local Debt Fund stock for Q3 2023, down 14% quarter-over-quarter.
  • 9 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q3 2023 and 8 closed out, a net change of +1 holder.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q3 2023 was Ignite Planners, an estimated $2.17M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q3 2023 was Jane Street, an estimated $7.05M sold.

Based on aggregated 13F filings for Q3 2023.