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WisdomTree Emerging Markets Local Debt Fund
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Overview Fund Activity

99 hedge funds and large institutions have $359M invested in WisdomTree Emerging Markets Local Debt Fund in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-11
Holders Change %
-10%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
12
Increased
23
Reduced
48
Closed
19
Calls
$239K
Puts
–
Net Calls
+$239K
Net Calls Change
+$551K

Top Buyers

1
OCM
One Capital Management
California
$4.95M
2
VA
Valmark Advisers
Ohio
$111M
3
William Blair & Company
William Blair & Company
Illinois
$13.2M
4
PA
Paracle Advisors
Washington
$7.89M
5
Goldman Sachs
Goldman Sachs
New York
$40.8M

Top Sellers

1
CFA
Capstone Financial Advisors
Illinois
$0
2
Jane Street
Jane Street
New York
$3.19M
3
LPL Financial
LPL Financial
California
$17.1M
4
BB
Busey Bank
Illinois
$535K
5
AssetMark Inc
AssetMark Inc
California
$465K
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$111M +$4.93M +123,957 +5%
Goldman Sachs
2
Goldman Sachs
New York
$40.8M +$2.5M +62,980 +7%
MIS
3
Morningstar Investment Services
Illinois
$33.3M +$1.31M +32,949 +4%
Morgan Stanley
4
Morgan Stanley
New York
$19.5M -$1.06M -26,562 -5%
LPL Financial
5
LPL Financial
California
$17.1M -$2.78M -69,408 -14%
USAA
6
United Services Automobile Association
Texas
$15.5M – – –
William Blair & Company
7
William Blair & Company
Illinois
$13.2M +$3.21M +80,800 +32%
TAT
8
TD Ameritrade Trust
Colorado
$8.63M +$688K +17,302 +9%
PA
9
Paracle Advisors
Washington
$7.89M +$3.15M +79,345 +67%
UBS Group
10
UBS Group
Switzerland
$6.71M -$1.08M -27,100 -14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.98M +$10.9K +274 +0.2%
OCM
12
One Capital Management
California
$4.95M +$4.95M +124,561 New
CIR
13
Clear Investment Research
Georgia
$4.84M +$4.84M +121,738 New
SIAM
14
Sterling Investment Advisors (Missouri)
Missouri
$4.81M +$104K +2,620 +2%
WT
15
Whittier Trust
California
$4.58M +$225K +5,664 +5%
CS
16
Credit Suisse
Switzerland
$4.29M -$1.18M -29,658 -22%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.9M +$284K +7,137 +8%
WPIC
18
White Pine Investment Company
Michigan
$3.61M -$111K -2,800 -3%
Jane Street
19
Jane Street
New York
$3.19M -$7.37M -185,429 -70%
OIA
20
Optimum Investment Advisors
Illinois
$2.75M -$68.4K -1,720 -2%
UCFA
21
United Capital Financial Advisors
Texas
$2.28M -$35.1K -861 -2%
Bank of America
22
Bank of America
North Carolina
$2.15M -$2.5K -63 -0.1%
Invesco
23
Invesco
Georgia
$2.09M -$298K -7,487 -12%
Wells Fargo
24
Wells Fargo
California
$2.03M -$354K -8,904 -15%
GC
25
Garde Capital
Washington
$1.88M +$125K +3,141 +7%
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