We are live on ! Find out more
ELD icon

WisdomTree Emerging Markets Local Debt Fund
ELD

64 hedge funds and large institutions have $109M invested in WisdomTree Emerging Markets Local Debt Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% less capital invested

Capital invested by funds: $109M → $109M (-$338K)

0.61% less ownership

Funds ownership: 58.33% → 57.72% (-0.61%)

4% less funds holding

Funds holding: 67 → 64 (-3)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
4
Increased
16
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.09M
2
RFM
Royal Fund Management
Florida
+$2.5M
3
Morgan Stanley
Morgan Stanley
New York
+$1.17M
4
PNAA
Pictet North America Advisors
Switzerland
+$1.02M
5
BPC
Banque Pictet & Cie
Switzerland
+$957K

Top Sellers

Rank Fund Capital Flow
1
RWA
Redhawk Wealth Advisors
Minnesota
-$2.19M
2
Jane Street
Jane Street
New York
-$1.51M
3
CWSR
Chessman Wealth Strategies RIA
Texas
-$1.2M
4
AG
Advisor Group
Arizona
-$1.18M
5
OIA
OneDigital Investment Advisors
Kansas
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
GSWM
52
Golden State Wealth Management
California
$11K – – –
William Blair & Company
53
William Blair & Company
Illinois
$11K – – –
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.88K – – –
IA
55
IFP Advisors
Florida
$6K +$6.32K +180 New
TCOV
56
Trust Company of Vermont
Vermont
$5K – – –
CFD
57
Creative Financial Designs
Indiana
$4K – – –
PA
58
Parallel Advisors
California
$3K – – –
SWP
59
Strategic Wealth Partners
Ohio
$2.23K -$36.9K -1,050 -13%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
BlackRock
61
BlackRock
New York
$1K – – –
RWA
62
Redhawk Wealth Advisors
Minnesota
– -$2.19M -61,975 Closed
EAM
63
Evanson Asset Management
California
– -$203K -5,748 Closed
DSC
64
Duncker Streett & Co
Missouri
– -$101K -2,852 Closed
PO
65
Private Ocean
California
– -$77K -2,189 Closed
BAMG
66
Brand Asset Management Group
Missouri
– -$5K -145 Closed
TFA
67
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
1 2
3

ELD Hedge Fund Activity: Q3 2019 in Review

64 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q3 2019, worth a combined $109M — down 0.31% from $109M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ELD and 4 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 16 added.

The largest buyer was UBS Group, adding an estimated $4.09M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $2.19M sold.

  • 64 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q3 2019, down from 67 in Q2 2019.
  • Funds reported $109M of WisdomTree Emerging Markets Local Debt Fund stock for Q3 2019, down 0.31% quarter-over-quarter.
  • 4 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q3 2019 and 7 closed out, a net change of -3 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q3 2019 was UBS Group, an estimated $4.09M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q3 2019 was Redhawk Wealth Advisors, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2019.