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WisdomTree Emerging Markets Local Debt Fund

48 hedge funds and large institutions have $34.1M invested in WisdomTree Emerging Markets Local Debt Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

0.48% more ownership

Funds ownership: 53.22%53.7% (+0.48%)

6% less funds holding

Funds holding: 5148 (-3)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

15% less capital invested

Capital invested by funds: $40.1M → $34.1M (-$6.08M)

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
S.A. Mason
Michigan
$43K
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$42K
NCM
28
Northwest Capital Management
Oregon
$41.9K
IA
29
IFP Advisors
Florida
$29.9K +$450 +17 +1%
JWA
30
JFS Wealth Advisors
Pennsylvania
$27K
AW
31
Avion Wealth
Texas
$11K
GWM
32
Geneos Wealth Management
Colorado
$10.6K +$264 +10 +2%
SS
33
SBI Securities
Japan
$9.9K +$10.3K +390 New
Osaic Holdings
34
Osaic Holdings
Arizona
$9.16K +$79 +3 +0.8%
LFG
35
Larson Financial Group
Missouri
$8.68K +$132 +5 +1%
CFD
36
Creative Financial Designs
Indiana
$7.41K +$1.72K +65 +29%
William Blair & Company
37
William Blair & Company
Illinois
$7.08K +$26 +1 +0.4%
CA
38
CoreCap Advisors
Michigan
$6.8K
PA
39
Parallel Advisors
California
$5.63K
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.08K
TAM
41
Tucker Asset Management
Colorado
$2.31K
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.45K +$1.51K +57 New
RFG
43
REAP Financial Group
Texas
$1.34K -$79 -3 -5%
GRP
44
Global Retirement Partners
California
$1.27K
NS
45
NBC Securities
Alabama
$512 -$506K -19,119 -100%
AWM
46
AE Wealth Management
Kansas
$381 +$397 +15 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$25
HNB
48
Huntington National Bank
Ohio
$25
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
-$583K -20,740 Closed
SWP
50
Stratos Wealth Partners
Ohio
-$302K -10,798 Closed

ELD Hedge Fund Activity: Q4 2024 in Review

48 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q4 2024, worth a combined $34.1M — down 15% from $40.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ELD and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 17 added.

The largest buyer was Old Mission Capital, adding an estimated $374K. The largest seller was Bank of Montreal, exiting entirely with an estimated $583K sold.

  • 48 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q4 2024, down from 51 in Q3 2024.
  • Funds reported $34.1M of WisdomTree Emerging Markets Local Debt Fund stock for Q4 2024, down 15% quarter-over-quarter.
  • 6 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q4 2024 and 7 closed out, a net change of -1 holder.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q4 2024 was Old Mission Capital, an estimated $374K added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q4 2024 was Bank of Montreal, an estimated $583K sold.

Based on aggregated 13F filings for Q4 2024.