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WisdomTree Emerging Markets Local Debt Fund
ELD

48 hedge funds and large institutions have $38.9M invested in WisdomTree Emerging Markets Local Debt Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

4% less funds holding

Funds holding: 50 → 48 (-2)

11.95% less ownership

Funds ownership: 57.75% → 45.8% (-12%)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

26% less capital invested

Capital invested by funds: $52.7M → $38.9M (-$13.8M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $205K

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
16
Reduced
13
Closed
8
Calls
–
Puts
$205K
Net Calls
-$205K
Net Calls Change
-$205K

Top Buyers

Rank Fund Capital Flow
1
EWM
Elmwood Wealth Management
California
+$1.19M
2
Wells Fargo
Wells Fargo
California
+$543K
3
IP
Ignite Planners
California
+$455K
4
Vontobel Holding
Vontobel Holding
Switzerland
+$450K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$250K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$7.9M
2
BA
Bridge Advisory
California
-$2.74M
3
Morgan Stanley
Morgan Stanley
New York
-$2.01M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$1.35M
5
AA
AlphaQ Advisors
Florida
-$849K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$46K -$10.6K -386 -19%
NCM
27
Northwest Capital Management
Oregon
$45.7K – – –
PA
28
Pineridge Advisors
Missouri
$39.6K -$80.8K -2,930 -67%
IA
29
IFP Advisors
Florida
$30.9K +$386 +14 +1%
Osaic Holdings
30
Osaic Holdings
Arizona
$29.8K -$3.67K -133 -11%
JWA
31
JFS Wealth Advisors
Pennsylvania
$29.2K – – –
WT
32
Whittier Trust
California
$19.7K – – –
AW
33
Avion Wealth
Texas
$13K – – –
William Blair & Company
34
William Blair & Company
Illinois
$7.54K +$28 +1 +0.4%
CA
35
CoreCap Advisors
Michigan
$6.25K +$6.29K +228 New
CFD
36
Creative Financial Designs
Indiana
$6.21K – – –
PA
37
Parallel Advisors
California
$6.08K – – –
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.47K – – –
WIC
39
Woodmont Investment Counsel
Tennessee
$2.74K +$2.76K +100 New
TAM
40
Tucker Asset Management
Colorado
$2.49K – – –
FHA
41
First Horizon Advisors
Tennessee
$2.09K -$28.6K -1,039 -93%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.65K +$138 +5 +9%
RFG
43
REAP Financial Group
Texas
$1.4K -$2.34K -85 -63%
GRP
44
Global Retirement Partners
California
$1.37K – – –
Citigroup
45
Citigroup
New York
$849 +$827 +30 +3,000%
LFG
46
Larson Financial Group
Missouri
$126 – – –
HNB
47
Huntington National Bank
Ohio
$27 – – –
CPA
48
Clear Point Advisors
New York
$14 +$28 +1 New
RWA
49
Redhawk Wealth Advisors
Minnesota
– -$1.35M -48,231 Closed
CCM
50
Coldstream Capital Management
Washington
– -$590K -21,034 Closed
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ELD Hedge Fund Activity: Q1 2024 in Review

48 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q1 2024, worth a combined $38.9M — down 26% from $52.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ELD and 6 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 16 added.

The largest buyer was Elmwood Wealth Management, adding an estimated $1.19M. The largest seller was Jane Street, cutting an estimated $7.9M.

  • 48 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q1 2024, down from 50 in Q4 2023.
  • Funds reported $38.9M of WisdomTree Emerging Markets Local Debt Fund stock for Q1 2024, down 26% quarter-over-quarter.
  • 6 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q1 2024 and 8 closed out, a net change of -2 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q1 2024 was Elmwood Wealth Management, an estimated $1.19M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q1 2024 was Jane Street, an estimated $7.9M sold.

Based on aggregated 13F filings for Q1 2024.