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WisdomTree Emerging Markets Local Debt Fund

74 hedge funds and large institutions have $67M invested in WisdomTree Emerging Markets Local Debt Fund in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

10% more funds holding

Funds holding: 6774 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.53% less ownership

Funds ownership: 37.67%34.13% (-3.5%)

30% less capital invested

Capital invested by funds: $96M → $67M (-$29M)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
17
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
76
Nations Financial Group
Iowa
-$266K -6,888 Closed
UCFA
77
United Capital Financial Advisors
Texas
-$203K -5,252 Closed

ELD Hedge Fund Activity: Q4 2017 in Review

74 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q4 2017, worth a combined $67M — down 30% from $96M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ELD positions and 4 closed out — a net gain of 7 holders — while 17 added to existing stakes and 25 trimmed.

The largest buyer was Compagnie Lombard Odier SCmA, adding an estimated $4.14M. The largest seller was William Blair Investment Management, cutting an estimated $17.5M.

  • 74 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q4 2017, up from 67 in Q3 2017.
  • Funds reported $67M of WisdomTree Emerging Markets Local Debt Fund stock for Q4 2017, down 30% quarter-over-quarter.
  • 11 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q4 2017 and 4 closed out, a net change of +7 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q4 2017 was Compagnie Lombard Odier SCmA, an estimated $4.14M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q4 2017 was William Blair Investment Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q4 2017.