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WisdomTree Emerging Markets Local Debt Fund
ELD

65 hedge funds and large institutions have $110M invested in WisdomTree Emerging Markets Local Debt Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 64 → 65 (+1)

1% more capital invested

Capital invested by funds: $109M → $110M (+$1.19M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.04% less ownership

Funds ownership: 57.72% → 56.68% (-1%)

36% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 22

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
14
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OBWP
O'Brien Wealth Partners
Massachusetts
+$4.54M
2
UBS Group
UBS Group
Switzerland
+$2.94M
3
Wells Fargo
Wells Fargo
California
+$2.36M
4
DC
Davenport & Co
Virginia
+$444K
5
Jane Street
Jane Street
New York
+$430K

Top Sellers

Rank Fund Capital Flow
1
BPC
Banque Pictet & Cie
Switzerland
-$5.11M
2
PNAA
Pictet North America Advisors
Switzerland
-$5.11M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.9M
4
Goldman Sachs
Goldman Sachs
New York
-$846K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$781K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
51
Sonora Investment Management
Arizona
$17K – – –
GRP
52
Global Retirement Partners
California
$16K – – –
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
William Blair & Company
54
William Blair & Company
Illinois
$11K -$1.16K -33 -10%
SFS
55
Sowell Financial Services
Arkansas
$10K -$131K -3,739 -93%
IFWM
56
Institute for Wealth Management
Colorado
$8K +$8.12K +231 New
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.19K – – –
CFD
58
Creative Financial Designs
Indiana
$5K – – –
HWM
59
HighMark Wealth Management
Minnesota
$4K +$3.97K +113 New
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
ASN
61
Advisory Services Network
Georgia
$2K +$1.69K +48 New
TCOV
62
Trust Company of Vermont
Vermont
$1K -$3.52K -100 -74%
BlackRock
63
BlackRock
New York
$1K – – –
Citadel Advisors
64
Citadel Advisors
Florida
– -$2.9M -84,238 Closed
RJFSA
65
Raymond James Financial Services Advisors
Florida
– -$781K -22,690 Closed
CWSR
66
Chessman Wealth Strategies RIA
Texas
– -$478K -13,897 Closed
BAM
67
Belpointe Asset Management
Nevada
– -$295K -8,580 Closed
SWP
68
Strategic Wealth Partners
Ohio
– -$2.23K -7,044 Closed
FAAS
69
First Allied Advisory Services
California
– -$44K -1,269 Closed
GSWM
70
Golden State Wealth Management
California
– -$11K -319 Closed
IA
71
IFP Advisors
Florida
– -$6.33K -180 Closed
PA
72
Parallel Advisors
California
– -$3K -98 Closed
1 2
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ELD Hedge Fund Activity: Q4 2019 in Review

65 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q4 2019, worth a combined $110M — up 1.1% from $109M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ELD positions and 10 closed out — a net gain of 1 holder — while 14 added to existing stakes and 22 trimmed.

The largest buyer was O'Brien Wealth Partners, opening a new position worth an estimated $4.54M. The largest seller was Banque Pictet & Cie, cutting an estimated $5.11M.

  • 65 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q4 2019, up from 64 in Q3 2019.
  • Funds reported $110M of WisdomTree Emerging Markets Local Debt Fund stock for Q4 2019, up 1.1% quarter-over-quarter.
  • 11 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q4 2019 and 10 closed out, a net change of +1 holder.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q4 2019 was O'Brien Wealth Partners, an estimated $4.54M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q4 2019 was Banque Pictet & Cie, an estimated $5.11M sold.

Based on aggregated 13F filings for Q4 2019.