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WisdomTree Emerging Markets Local Debt Fund
ELD

67 hedge funds and large institutions have $109M invested in WisdomTree Emerging Markets Local Debt Fund in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

1.01% more ownership

Funds ownership: 57.32% → 58.33% (+1%)

1% more capital invested

Capital invested by funds: $108M → $109M (+$1.59M)

1% less funds holding

Funds holding: 68 → 67 (-1)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
11
Increased
18
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RWA
Redhawk Wealth Advisors
Minnesota
+$2.12M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.11M
3
Jane Street
Jane Street
New York
+$1.86M
4
CWSR
Chessman Wealth Strategies RIA
Texas
+$1.65M
5
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.72M
2
Wells Fargo
Wells Fargo
California
-$5.52M
3
CLOS
Compagnie Lombard Odier SCmA
Switzerland
-$1.56M
4
FTUS
Flow Traders U.S.
New York
-$661K
5
SWP
Strategic Wealth Partners
Ohio
-$429K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
51
Global Retirement Partners
California
$15K – – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
William Blair & Company
53
William Blair & Company
Illinois
$12K – – –
GSWM
54
Golden State Wealth Management
California
$11K – – –
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.07K – – –
TCOV
56
Trust Company of Vermont
Vermont
$5K -$2.57K -75 -36%
CFD
57
Creative Financial Designs
Indiana
$5K – – –
BAMG
58
Brand Asset Management Group
Missouri
$5K +$4.96K +145 New
PA
59
Parallel Advisors
California
$3K -$10.1K -295 -75%
RFM
60
Royal Fund Management
Florida
$3K -$1.09K -32 -26%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$2K +$1.68K +49 New
BlackRock
62
BlackRock
New York
$1K – – –
TFA
63
Transamerica Financial Advisors
Florida
$1K +$34 +1 New
KL
64
KWMG LLC
Kansas
– -$30K -887 Closed
IP
65
Intellectus Partners
California
– -$27K -776 Closed
AP
66
Advisors Preferred
Maryland
– -$26K -771 Closed
CWA
67
Clarus Wealth Advisors
Arizona
– -$22K -650 Closed
SEI Investments
68
SEI Investments
Pennsylvania
– -$6K -283 Closed
PCG
69
Private Capital Group
Connecticut
– -$7K -205 Closed
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
– -$4K -126 Closed
Fidelity Investments
71
Fidelity Investments
Massachusetts
– +$34 +1 New
1 2
3

ELD Hedge Fund Activity: Q2 2019 in Review

67 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q2 2019, worth a combined $109M — up 1.5% from $108M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ELD positions and 8 closed out — a net gain of 3 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $2.12M. The largest seller was JP Morgan Chase, cutting an estimated $5.72M.

  • 67 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q2 2019, down from 68 in Q1 2019.
  • Funds reported $109M of WisdomTree Emerging Markets Local Debt Fund stock for Q2 2019, up 1.5% quarter-over-quarter.
  • 11 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q2 2019 and 8 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q2 2019 was Redhawk Wealth Advisors, an estimated $2.12M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q2 2019 was JP Morgan Chase, an estimated $5.72M sold.

Based on aggregated 13F filings for Q2 2019.