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WisdomTree Emerging Markets Local Debt Fund

92 hedge funds and large institutions have $370M invested in WisdomTree Emerging Markets Local Debt Fund in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.08% more ownership

Funds ownership: 65.45%66.53% (+1.1%)

3% more capital invested

Capital invested by funds: $359M → $370M (+$10.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less funds holding

Funds holding: 9992 (-7)

11% less call options, than puts

Call options by funds: $253K | Put options by funds: $284K

43% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 42

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
92
Holders Change
-7
Holders Change %
-7.07%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
6
Increased
24
Reduced
42
Closed
12
Calls
$253K
Puts
$284K
Net Calls
-$31K
Net Calls Change
-$270K
Name Holding Trade Value Shares
Change
Change in
Stake
VA
1
Valmark Advisers
Ohio
$110M +$2.02M +50,350 +2%
Goldman Sachs
2
Goldman Sachs
New York
$40.2M +$357K +8,907 +0.9%
MIS
3
Morningstar Investment Services
Illinois
$32M -$604K -15,075 -2%
IA
4
IndexIQ Advisors
New York
$26.5M +$25.5M +635,714 +1,368%
Morgan Stanley
5
Morgan Stanley
New York
$20.4M +$1.41M +35,233 +7%
William Blair & Company
6
William Blair & Company
Illinois
$17.5M +$4.75M +118,500 +36%
USAA
7
United Services Automobile Association
Texas
$15.2M
LPL Financial
8
LPL Financial
California
$15M -$1.55M -38,746 -9%
PA
9
Paracle Advisors
Washington
$7.91M +$201K +5,018 +3%
TAT
10
TD Ameritrade Trust
Colorado
$7.12M -$1.35M -33,786 -16%
OCM
11
One Capital Management
California
$5.75M +$932K +23,243 +19%
UBS Group
12
UBS Group
Switzerland
$5.08M -$1.53M -38,172 -23%
CIR
13
Clear Investment Research
Georgia
$4.95M +$222K +5,543 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.84M -$37K -924 -0.7%
SIAM
15
Sterling Investment Advisors (Missouri)
Missouri
$4.7M -$4.45K -111 -0.1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.37M +$570K +14,210 +14%
WT
17
Whittier Trust
California
$4.05M -$447K -11,158 -10%
CS
18
Credit Suisse
Switzerland
$3.67M -$541K -13,493 -13%
WPIC
19
White Pine Investment Company
Michigan
$3.53M
Jane Street
20
Jane Street
New York
$3.07M -$52K -1,298 -2%
Wells Fargo
21
Wells Fargo
California
$2.12M +$142K +3,552 +7%
UCFA
22
United Capital Financial Advisors
Texas
$2.02M -$160K -3,990 -7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.86M +$1.49M +37,145 +343%
Invesco
24
Invesco
Georgia
$1.85M -$199K -4,970 -9%
GC
25
Garde Capital
Washington
$1.61M -$228K -5,693 -12%

ELD Hedge Fund Activity: Q2 2015 in Review

92 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q2 2015, worth a combined $370M — up 2.9% from $359M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ELD and 6 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 24 added.

The largest buyer was IndexIQ Advisors, adding an estimated $25.5M. The largest seller was Exane Derivatives, exiting entirely with an estimated $1.6M sold.

  • 92 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q2 2015, down from 99 in Q1 2015.
  • Funds reported $370M of WisdomTree Emerging Markets Local Debt Fund stock for Q2 2015, up 2.9% quarter-over-quarter.
  • 6 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q2 2015 and 12 closed out, a net change of -6 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q2 2015 was IndexIQ Advisors, an estimated $25.5M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q2 2015 was Exane Derivatives, an estimated $1.6M sold.

Based on aggregated 13F filings for Q2 2015.