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WisdomTree Emerging Markets Local Debt Fund

126 hedge funds and large institutions have $781M invested in WisdomTree Emerging Markets Local Debt Fund in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 66 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.78% less ownership

Funds ownership: 59.88%55.09% (-4.8%)

14% less funds holding

Funds holding: 146126 (-20)

26% less capital invested

Capital invested by funds: $1.06B → $781M (-$274M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

52% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 66

56% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 34

Holders
126
Holders Change
-20
Holders Change %
-13.7%
% of All Funds
4.09%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.13%
New
15
Increased
32
Reduced
66
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$115M -$10.3M -217,554 -8%
Goldman Sachs
2
Goldman Sachs
New York
$99.5M -$37.6M -797,571 -27%
VA
3
Valmark Advisers
Ohio
$84.4M +$11.5M +243,570 +16%
Morgan Stanley
4
Morgan Stanley
New York
$69.7M -$7.49M -158,688 -10%
CC
5
Curian Capital
Colorado
$48.9M +$808K +17,117 +2%
Deutsche Bank
6
Deutsche Bank
Germany
$29.6M -$48M -1,017,425 -62%
MIS
7
Morningstar Investment Services
Illinois
$21.6M -$322K -6,812 -1%
U
8
UBS
Switzerland
$20M -$3.04M -64,513 -13%
SMA
9
Simply Money Advisors
Ohio
$17M -$14.6M -310,191 -46%
LPL Financial
10
LPL Financial
California
$14.1M -$11.2M -236,490 -45%
Wells Fargo
11
Wells Fargo
California
$13.8M -$4.95M -104,965 -26%
USAA
12
United Services Automobile Association
Texas
$13.2M
Jane Street
13
Jane Street
New York
$12.8M +$12.8M +272,051 New
CS
14
Credit Suisse
Switzerland
$10.5M -$1.8M -38,188 -15%
JG
15
Jefferies Group
New York
$9.22M +$8.47M +179,404 +1,089%
Comerica Bank
16
Comerica Bank
Texas
$8.02M +$8.04M +170,427 New
WBG
17
Wharton Business Group
Pennsylvania
$7.99M +$978K +20,725 +14%
Bank of America
18
Bank of America
North Carolina
$7.88M -$3.99M -84,459 -34%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$7.83M +$7.85M +166,300 New
OC
20
Oppenheimer & Co
New York
$7.2M -$10.4K -221 -0.1%
TAT
21
TD Ameritrade Trust
Colorado
$7.2M +$93.1K +1,973 +1%
FAAS
22
First Allied Advisory Services
California
$7.17M +$2.65M +56,086 +58%
FAAM
23
First Allied Asset Management
California
$6.95M -$6.4M -135,515 -48%
EIA
24
Edgemoor Investment Advisors
Maryland
$5.31M -$72.6K -1,538 -1%
William Blair & Company
25
William Blair & Company
Illinois
$5M +$1.3M +27,621 +35%

ELD Hedge Fund Activity: Q3 2013 in Review

126 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q3 2013, worth a combined $781M — down 26% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ELD and 15 opened new positions — a net loss of 19 holders — while 66 trimmed existing stakes and 32 added.

The largest buyer was Jane Street, opening a new position worth an estimated $12.8M. The largest seller was Deutsche Bank, cutting an estimated $48M.

  • 126 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q3 2013, down from 146 in Q2 2013.
  • Funds reported $781M of WisdomTree Emerging Markets Local Debt Fund stock for Q3 2013, down 26% quarter-over-quarter.
  • 15 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q3 2013 and 34 closed out, a net change of -19 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q3 2013 was Jane Street, an estimated $12.8M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q3 2013 was Deutsche Bank, an estimated $48M sold.

Based on aggregated 13F filings for Q3 2013.