WisdomTree Emerging Markets Local Debt Fund
ELD
52 hedge funds and large institutions have $51.7M invested in WisdomTree Emerging Markets Local Debt Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 9 closing their positions.
7% less funds holding
Funds holding: 56 → 52 (-4)
9.72% less ownership
Funds ownership: 49.23% → 39.51% (-9.7%)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
27% less capital invested
Capital invested by funds: $71M → $51.7M (-$19.3M)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Riversedge Advisors
Wilmington,
Delaware
|
+$216K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$202K |
| 3 |
PA
Paracle Advisors
Mercer Island,
Washington
|
+$193K |
| 4 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
+$115K |
| 5 |
CIR
Clear Investment Research
Alpharetta,
Georgia
|
+$90.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$11.2M |
| 2 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
-$3.63M |
| 3 |
Goldman Sachs
New York
|
-$2.35M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.65M |
| 5 |
Morgan Stanley
New York
|
-$1.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OBWP
51
O'Brien Wealth Partners
Waltham,
Massachusetts
| – | -$3.63M | -125,327 | Closed |
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$261K | -8,854 | Closed |
|
|
AT
53
Arden Trust
Wilmington,
Delaware
| – | -$256K | -8,686 | Closed |
|
|
BAM
54
Belpointe Asset Management
Reno,
Nevada
| – | -$226K | -7,637 | Closed |
|
|
NFG
55
Next Financial Group
Houston,
Texas
| – | -$99K | -3,346 | Closed |
|
|
VCS
56
Vaughan & Co Securities
Ridgewood,
New Jersey
| – | -$62.6K | -2,120 | Closed |
|
|
WAP
57
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$1K | -49 | Closed |
|
|
ASN
58
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -44 | Closed |
|
ELD Hedge Fund Activity: Q2 2020 in Review
52 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q2 2020, worth a combined $51.7M — down 27% from $71M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of ELD and 5 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 12 added.
The largest buyer was Riversedge Advisors, opening a new position worth an estimated $216K. The largest seller was Jane Street, exiting entirely with an estimated $11.2M sold.
- 52 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q2 2020, down from 56 in Q1 2020.
- Funds reported $51.7M of WisdomTree Emerging Markets Local Debt Fund stock for Q2 2020, down 27% quarter-over-quarter.
- 5 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q2 2020 and 9 closed out, a net change of -4 holders.
- The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q2 2020 was Riversedge Advisors, an estimated $216K added.
- The largest WisdomTree Emerging Markets Local Debt Fund seller in Q2 2020 was Jane Street, an estimated $11.2M sold.
Based on aggregated 13F filings for Q2 2020.