We are live on ! Find out more
ELD icon

WisdomTree Emerging Markets Local Debt Fund

82 hedge funds and large institutions have $313M invested in WisdomTree Emerging Markets Local Debt Fund in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.77% more ownership

Funds ownership: 62.84%71.61% (+8.8%)

1% more capital invested

Capital invested by funds: $310M → $313M (+$2.54M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less funds holding

Funds holding: 9182 (-9)

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

46% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 37

Holders
82
Holders Change
-9
Holders Change %
-9.89%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
11
Increased
20
Reduced
37
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
76
Kistler-Tiffany Companies
Pennsylvania
$2K
ADL
77
Asset Dedication LLC
California
$2K +$1.73K +49 New
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.16K +61 New
TFA
79
Transamerica Financial Advisors
Florida
$1K -$35 -1 -50%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27 -$31.4K -889 -53%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
-$1.64M -47,252 Closed
AssetMark Inc
82
AssetMark Inc
California
-$415K -11,988 Closed
FBNAT
83
FirstMerit Bank N.A. Trustee
Ohio
-$317K -9,151 Closed
EWM
84
Empirical Wealth Management
Washington
-$291K -8,390 Closed
IAS
85
IMA Advisory Services
Colorado
-$251K -7,250 Closed
BBA
86
BLB&B Advisors
Pennsylvania
-$242K -6,998 Closed
EAM
87
Evanson Asset Management
California
-$227K -6,539 Closed
M&T Bank
88
M&T Bank
New York
-$217K -6,279 Closed
CWM
89
Concert Wealth Management
California
-$200K -5,786 Closed
FIG
90
Fusion Investment Group
Pennsylvania
-$139K -4,006 Closed
Citigroup
91
Citigroup
New York
-$106K -3,065 Closed
CPIG
92
Chicago Partners Investment Group
Illinois
-$55K -1,579 Closed
FNBT
93
FineMark National Bank & Trust
Florida
-$50K -1,450 Closed
CAL
94
Capital Analysts LLC
Pennsylvania
-$41.8K -1,205 Closed
S
95
SignatureFD
Georgia
-$33K -948 Closed
CCS
96
Crosspoint Capital Strategies
California
-$29K -825 Closed
RIA
97
Regal Investment Advisors
Michigan
-$9K -272 Closed
LYV
98
Live Your Vision
Pennsylvania
-$8K -228 Closed
RBC
99
Roble Belko & Company
Pennsylvania
-$2K -65 Closed
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
-$2K -44 Closed

ELD Hedge Fund Activity: Q4 2015 in Review

82 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q4 2015, worth a combined $313M — up 0.82% from $310M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of ELD and 11 opened new positions — a net loss of 9 holders — while 37 trimmed existing stakes and 20 added.

The largest buyer was Goldman Sachs, adding an estimated $15.9M. The largest seller was IndexIQ Advisors, cutting an estimated $5.73M.

  • 82 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q4 2015, down from 91 in Q3 2015.
  • Funds reported $313M of WisdomTree Emerging Markets Local Debt Fund stock for Q4 2015, up 0.82% quarter-over-quarter.
  • 11 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q4 2015 and 20 closed out, a net change of -9 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q4 2015 was Goldman Sachs, an estimated $15.9M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q4 2015 was IndexIQ Advisors, an estimated $5.73M sold.

Based on aggregated 13F filings for Q4 2015.