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WisdomTree Emerging Markets Local Debt Fund
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Overview Fund Activity

125 hedge funds and large institutions have $597M invested in WisdomTree Emerging Markets Local Debt Fund in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.06%
New
17
Increased
32
Reduced
63
Closed
20
Calls
$440K
Puts
$413K
Net Calls
+$27K
Net Calls Change
+$248K

Top Buyers

1
CC
Curian Capital
Colorado
$48.4M
2
VA
Valmark Advisers
Ohio
$101M
3
RCM
Rivernorth Capital Management
Florida
$5.53M
4
UCFA
United Capital Financial Advisors
Texas
$4.21M
5
Jane Street
Jane Street
New York
$4.09M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$48.5M
2
Morgan Stanley
Morgan Stanley
New York
$27.6M
3
Wells Fargo
Wells Fargo
California
$5.06M
4
BO
BRR OpCo
Ohio
$0
5
U
UBS
Switzerland
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$104M -$4.72M -102,827 -4%
VA
2
Valmark Advisers
Ohio
$101M +$6.97M +152,020 +7%
Goldman Sachs
3
Goldman Sachs
New York
$48.5M -$83.9M -1,829,245 -63%
CC
4
Curian Capital
Colorado
$48.4M +$7.65M +166,836 +19%
Morgan Stanley
5
Morgan Stanley
New York
$27.6M -$14.3M -312,794 -34%
CFA
6
Capstone Financial Advisors
Illinois
$23.4M +$3.67M +80,110 +19%
MIS
7
Morningstar Investment Services
Illinois
$23.4M +$1.26M +27,438 +6%
SMA
8
Simply Money Advisors
Ohio
$16M +$203K +4,431 +1%
LPL Financial
9
LPL Financial
California
$15.4M -$957K -20,858 -6%
U
10
UBS
Switzerland
$11.6M -$6.83M -148,971 -37%
USAA
11
United Services Automobile Association
Texas
$9.65M -$2.84M -62,000 -23%
BCM
12
Bluefin Capital Management
New York
$7.9M +$2.75M +59,669 +53%
TAT
13
TD Ameritrade Trust
Colorado
$7.83M +$603K +13,155 +8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.27M +$3.26M +71,022 +81%
Comerica Bank
15
Comerica Bank
Texas
$6.96M +$181K +3,956 +3%
William Blair & Company
16
William Blair & Company
Illinois
$6.75M +$1.38M +30,050 +26%
CS
17
Credit Suisse
Switzerland
$6.55M -$1.22M -26,600 -16%
RCM
18
Rivernorth Capital Management
Florida
$5.53M +$5.53M +120,635 New
Wells Fargo
19
Wells Fargo
California
$5.06M -$8.11M -176,870 -62%
OCM
20
One Capital Management
California
$4.68M +$4.68M +102,083 New
WT
21
Whittier Trust
California
$4.67M -$499K -10,875 -10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.26M +$3.44M +75,033 +420%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.23M +$110K +2,394 +3%
UCFA
24
United Capital Financial Advisors
Texas
$4.21M +$4.21M +91,828 New
Jane Street
25
Jane Street
New York
$4.09M +$4.09M +89,114 New
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