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WisdomTree Emerging Markets Local Debt Fund
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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 %
VA
1
Valmark Advisers
Ohio
$109M +$3.9M +81,937 +4%
Creative Planning
2
Creative Planning
Kansas
$93.4M -$14.1M -296,104 -13%
Goldman Sachs
3
Goldman Sachs
New York
$45.8M -$4.48M -94,200 -9%
Morgan Stanley
4
Morgan Stanley
New York
$27.2M -$1.46M -30,809 -5%
MIS
5
Morningstar Investment Services
Illinois
$26.5M +$2.29M +48,233 +9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$21M +$13.4M +282,914 +178%
UCFA
7
United Capital Financial Advisors
Texas
$17.5M +$13.2M +276,935 +302%
SMA
8
Simply Money Advisors
Ohio
$16.9M +$266K +5,590 +2%
LPL Financial
9
LPL Financial
California
$16.6M +$697K +14,668 +4%
U
10
UBS
Switzerland
$11.1M -$986K -20,730 -8%
USAA
11
United Services Automobile Association
Texas
$9.42M -$586K -12,335 -6%
William Blair & Company
12
William Blair & Company
Illinois
$8.96M +$1.96M +41,260 +28%
FAAM
13
First Allied Asset Management
California
$8.82M +$4.75M +99,873 +117%
TAT
14
TD Ameritrade Trust
Colorado
$8.29M +$182K +3,830 +2%
Deutsche Bank
15
Deutsche Bank
Germany
$7.6M +$7.33M +154,253 +2,761%
Wells Fargo
16
Wells Fargo
California
$7.3M +$2.05M +43,186 +39%
CS
17
Credit Suisse
Switzerland
$6.95M +$165K +3,462 +2%
Comerica Bank
18
Comerica Bank
Texas
$6.6M -$618K -12,999 -9%
WT
19
Whittier Trust
California
$5.26M +$419K +8,816 +9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.63M +$243K +5,104 +6%
Bank of America
21
Bank of America
North Carolina
$4.53M +$398K +8,365 +10%
EIM
22
Emerson Investment Management
Massachusetts
$4.18M +$55.1K +1,160 +1%
WIM
23
Windhaven Investment Management
Massachusetts
$3.77M +$3.77M +79,345 New
WPIC
24
White Pine Investment Company
Michigan
$3.75M -$14.3K -300 -0.4%
OIA
25
Optimum Investment Advisors
Illinois
$3.57M -$72.5K -1,525 -2%
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