ELD icon

WisdomTree Emerging Markets Local Debt Fund
ELD

Overview Fund Activity

112 hedge funds and large institutions have $537M invested in WisdomTree Emerging Markets Local Debt Fund in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-13
Holders Change %
-10.4%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
36
Reduced
50
Closed
22
Calls
$357K
Puts
$276K
Net Calls
+$81K
Net Calls Change
+$54K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21M
2
UCFA
United Capital Financial Advisors
Texas
$17.5M
3
Deutsche Bank
Deutsche Bank
Germany
$7.6M
4
FAAM
First Allied Asset Management
California
$8.82M
5
VA
Valmark Advisers
Ohio
$109M

Top Sellers

1
CC
Curian Capital
Colorado
$0
2
Creative Planning
Creative Planning
Kansas
$93.4M
3
BCM
Bluefin Capital Management
New York
$1.4M
4
RCM
Rivernorth Capital Management
Florida
$0
5
OCM
One Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CMO
101
Covenant Multifamily Offices
Texas
$14K – – –
AP
102
Atwood & Palmer
Missouri
$13K +$13K +270 New
PTC
103
Private Trust Company
Ohio
$11K – – –
RFA
104
Reilly Financial Advisors
California
$9K – – –
MFS
105
MSI Financial Services
Massachusetts
$6K +$1.3K +26 +28%
WEC
106
Winslow Evans & Crocker
Massachusetts
$4.52K -$22.4K -472 -83%
WA
107
WealthTrust-Arizona
Arizona
$3K – – –
WF
108
WealthTrust Fairport
Ohio
$3K – – –
QI
109
QS Investors
New York
$2K -$211K -4,598 Closed
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +48 New
PAS
111
Partnervest Advisory Services
California
$2K +$2K +52 New
NFG
112
Next Financial Group
Texas
$1K +$1K +11 New
CC
113
Curian Capital
Colorado
– -$48.4M -1,055,096 Closed
RCM
114
Rivernorth Capital Management
Florida
– -$5.53M -120,635 Closed
OCM
115
One Capital Management
California
– -$4.68M -102,083 Closed
Jane Street
116
Jane Street
New York
– -$4.09M -89,114 Closed
MFW
117
Meristem Family Wealth
Minnesota
– -$2.71M -59,165 Closed
RTS
118
Round Table Services
New Jersey
– -$2.12M -46,210 Closed
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
– -$1.36M -29,638 Closed
VKH
120
Virtu KCG Holdings
New York
– -$974K -21,244 Closed
VFP
121
Verus Financial Partners
Virginia
– -$944K -20,581 Closed
Barclays
122
Barclays
United Kingdom
– -$880K -19,543 Closed
Verition Fund Management
123
Verition Fund Management
Connecticut
– -$813K -17,720 Closed
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
– -$563K -12,260 Closed
MWM
125
Merriman Wealth Management
Washington
– -$411K -8,803 Closed
2 3 4
5
6