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WisdomTree Emerging Markets Local Debt Fund

109 hedge funds and large institutions have $512M invested in WisdomTree Emerging Markets Local Debt Fund in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
9
Increased
33
Reduced
51
Closed
11
Calls
$536K
Puts
$487K
Net Calls
+$49K
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Shares
Change %
VA
1
Valmark Advisers
Ohio
$108M +$5.61M +125,805 +5%
Creative Planning
2
Creative Planning
Kansas
$60.5M -$27.1M -608,385 -31%
Goldman Sachs
3
Goldman Sachs
New York
$45.2M +$2.18M +48,939 +5%
MIS
4
Morningstar Investment Services
Illinois
$33.5M +$8.58M +192,433 +34%
Morgan Stanley
5
Morgan Stanley
New York
$25.1M -$459K -10,283 -2%
LPL Financial
6
LPL Financial
California
$23.5M +$7.88M +176,888 +51%
CFA
7
Capstone Financial Advisors
Illinois
$23M +$3.57K +80 +0%
USAA
8
United Services Automobile Association
Texas
$17.4M +$8.57M +191,906 +97%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$14.5M -$5.2M -116,589 -26%
FAAM
10
First Allied Asset Management
California
$11.3M +$3M +67,277 +36%
UCFA
11
United Capital Financial Advisors
Texas
$9.88M -$6.56M -147,188 -40%
William Blair & Company
12
William Blair & Company
Illinois
$9.44M +$1.04M +23,290 +12%
U
13
UBS
Switzerland
$9.4M -$1M -22,449 -10%
TAT
14
TD Ameritrade Trust
Colorado
$8.08M +$301K +6,744 +4%
PA
15
Paracle Advisors
Washington
$7.31M +$7.31M +163,976 New
CS
16
Credit Suisse
Switzerland
$6.37M -$152K -3,406 -2%
Wells Fargo
17
Wells Fargo
California
$6.12M -$725K -16,247 -11%
Comerica Bank
18
Comerica Bank
Texas
$5.62M -$572K -12,819 -9%
Jane Street
19
Jane Street
New York
$5.58M +$5.58M +125,164 New
OCM
20
One Capital Management
California
$4.96M +$4.96M +111,137 New
WT
21
Whittier Trust
California
$4.95M +$16.5K +370 +0.3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.58M +$236K +5,284 +5%
EIM
23
Emerson Investment Management
Massachusetts
$3.93M +$8.92K +200 +0.2%
WPIC
24
White Pine Investment Company
Michigan
$3.79M +$269K +6,040 +8%
OIA
25
Optimum Investment Advisors
Illinois
$3.27M -$78.7K -1,765 -2%