WisdomTree Emerging Markets Local Debt Fund
ELD
48 hedge funds and large institutions have $38.9M invested in WisdomTree Emerging Markets Local Debt Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 8 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
4% less funds holding
Funds holding: 50 → 48 (-2)
11.95% less ownership
Funds ownership: 57.75% → 45.8% (-12%)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
26% less capital invested
Capital invested by funds: $52.7M → $38.9M (-$13.8M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $205K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$1.19M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$543K |
| 3 |
IP
Ignite Planners
San Clemente,
California
|
+$455K |
| 4 |
Vontobel Holding
Zurich,
Switzerland
|
+$450K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.9M |
| 2 |
BA
Bridge Advisory
Pasadena,
California
|
-$2.74M |
| 3 |
Morgan Stanley
New York
|
-$2.01M |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$1.35M |
| 5 |
AA
AlphaQ Advisors
Winter Park,
Florida
|
-$849K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
51
Virtu Financial
New York
| – | -$268K | -9,533 | Closed |
|
|
DWM
52
Drive Wealth Management
Lehi,
Utah
| – | -$241K | -8,591 | Closed |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3.28K | -117 | Closed |
|
|
ASN
54
Advisory Services Network
Atlanta,
Georgia
| – | -$1.24K | -44 | Closed |
|
55
Fidelity Investments
Boston,
Massachusetts
| – | -$28 | -1 | Closed |
|
|
TFA
56
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -1 | Closed |
|
|
C
57
Covestor
London,
United Kingdom
| – | +$193 | +7 | New |
|
ELD Hedge Fund Activity: Q1 2024 in Review
48 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q1 2024, worth a combined $38.9M — down 26% from $52.7M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of ELD and 6 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 16 added.
The largest buyer was Elmwood Wealth Management, adding an estimated $1.19M. The largest seller was Jane Street, cutting an estimated $7.9M.
- 48 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q1 2024, down from 50 in Q4 2023.
- Funds reported $38.9M of WisdomTree Emerging Markets Local Debt Fund stock for Q1 2024, down 26% quarter-over-quarter.
- 6 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q1 2024 and 8 closed out, a net change of -2 holders.
- The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q1 2024 was Elmwood Wealth Management, an estimated $1.19M added.
- The largest WisdomTree Emerging Markets Local Debt Fund seller in Q1 2024 was Jane Street, an estimated $7.9M sold.
Based on aggregated 13F filings for Q1 2024.