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WisdomTree Emerging Markets Local Debt Fund
ELD

50 hedge funds and large institutions have $52.7M invested in WisdomTree Emerging Markets Local Debt Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

9% more funds holding

Funds holding: 46 → 50 (+4)

1.7% more ownership

Funds ownership: 56.05% → 57.75% (+1.7%)

4% less capital invested

Capital invested by funds: $55.1M → $52.7M (-$2.44M)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
10
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.73M
2
Morgan Stanley
Morgan Stanley
New York
+$1.91M
3
RWA
Redhawk Wealth Advisors
Minnesota
+$1.29M
4
AA
AlphaQ Advisors
Florida
+$474K
5
VF
Virtu Financial
New York
+$255K

Top Sellers

Rank Fund Capital Flow
1
CIM
Cambria Investment Management
California
-$11.4M
2
BA
Bridge Advisory
California
-$1.2M
3
IP
Ignite Planners
California
-$853K
4
Vontobel Holding
Vontobel Holding
Switzerland
-$687K
5
Wells Fargo
Wells Fargo
California
-$485K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$58K +$10.3K +386 +23%
HIIFS
27
Harel Insurance Investments & Financial Services
Israel
$52K – – –
SAM
28
S.A. Mason
Michigan
$47.6K – – –
NCM
29
Northwest Capital Management
Oregon
$46.8K – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$34.3K -$1.42K -53 -4%
FHA
31
First Horizon Advisors
Tennessee
$31.3K +$374 +14 +1%
IA
32
IFP Advisors
Florida
$31.3K +$29.8K +1,115 New
JWA
33
JFS Wealth Advisors
Pennsylvania
$29.9K – – –
HI
34
Harbour Investments
Wisconsin
$22.2K +$21.2K +792 New
WT
35
Whittier Trust
California
$20.2K -$39.2K -1,466 -67%
AW
36
Avion Wealth
Texas
$12K – – –
William Blair & Company
37
William Blair & Company
Illinois
$7.7K +$27 +1 +0.4%
CFD
38
Creative Financial Designs
Indiana
$6.37K – – –
PA
39
Parallel Advisors
California
$6.23K – – –
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.61K – – –
RFG
41
REAP Financial Group
Texas
$3.82K +$3.63K +136 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$3.28K +$3.13K +117 New
TAM
43
Tucker Asset Management
Colorado
$2.55K – – –
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.55K – – –
GRP
45
Global Retirement Partners
California
$1.37K +$1.34K +50 New
ASN
46
Advisory Services Network
Georgia
$1.24K +$1.18K +44 New
TFA
47
Transamerica Financial Advisors
Florida
$1K – – –
LFG
48
Larson Financial Group
Missouri
$128 +$27 +1 +25%
HNB
49
Huntington National Bank
Ohio
$28 – – –
Citigroup
50
Citigroup
New York
$28 +$27 +1 New
1
2
3

ELD Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q4 2023, worth a combined $52.7M — down 4.4% from $55.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ELD positions and 7 closed out — a net gain of 5 holders — while 10 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, adding an estimated $5.73M. The largest seller was Cambria Investment Management, exiting entirely with an estimated $11.4M sold.

  • 50 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q4 2023, up from 46 in Q3 2023.
  • Funds reported $52.7M of WisdomTree Emerging Markets Local Debt Fund stock for Q4 2023, down 4.4% quarter-over-quarter.
  • 12 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q4 2023 and 7 closed out, a net change of +5 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q4 2023 was Jane Street, an estimated $5.73M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q4 2023 was Cambria Investment Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2023.