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WisdomTree Emerging Markets Local Debt Fund

91 hedge funds and large institutions have $310M invested in WisdomTree Emerging Markets Local Debt Fund in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 9291 (-1)

3.69% less ownership

Funds ownership: 66.53%62.84% (-3.7%)

16% less capital invested

Capital invested by funds: $370M → $310M (-$59.2M)

60% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 48

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
10
Increased
19
Reduced
48
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
1
Valmark Advisers
Ohio
$98.6M -$703K -19,160 -0.7%
Goldman Sachs
2
Goldman Sachs
New York
$57.3M +$22.7M +619,104 +60%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$21.2M +$22.4M +610,900 New
Morgan Stanley
4
Morgan Stanley
New York
$18.5M +$267K +7,278 +1%
MIS
5
Morningstar Investment Services
Illinois
$17.7M -$11.5M -313,016 -38%
IA
6
IndexIQ Advisors
New York
$7.15M -$17.5M -475,884 -70%
USAA
7
United Services Automobile Association
Texas
$7.01M -$6.88M -187,600 -48%
LPL Financial
8
LPL Financial
California
$6.88M -$7.12M -194,207 -50%
PA
9
Paracle Advisors
Washington
$6.14M -$973K -26,514 -13%
Jane Street
10
Jane Street
New York
$5.91M +$3.36M +91,676 +116%
TAT
11
TD Ameritrade Trust
Colorado
$5.64M -$745K -20,318 -11%
CIR
12
Clear Investment Research
Georgia
$4.76M +$373K +10,157 +8%
SEI Investments
13
SEI Investments
Pennsylvania
$4.43M +$4.64M +126,369 +7,873%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.38M +$519K +14,142 +13%
VKH
15
Virtu KCG Holdings
New York
$3.56M +$3.77M +102,796 New
UBS Group
16
UBS Group
Switzerland
$3.5M -$1.09M -29,676 -23%
SIAM
17
Sterling Investment Advisors (Missouri)
Missouri
$3.44M -$800K -21,809 -18%
WT
18
Whittier Trust
California
$2.73M -$929K -25,337 -24%
OIA
19
Optimum Investment Advisors
Illinois
$2.39M +$2.53M +68,880 New
Bank of America
20
Bank of America
North Carolina
$1.97M +$576K +15,692 +38%
CS
21
Credit Suisse
Switzerland
$1.91M -$1.44M -39,327 -42%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.72M +$777K +21,193 +75%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.64M +$1.44M +39,308 +495%
Invesco
24
Invesco
Georgia
$1.5M -$152K -4,140 -9%
Wells Fargo
25
Wells Fargo
California
$1.5M -$418K -11,401 -21%

ELD Hedge Fund Activity: Q3 2015 in Review

91 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q3 2015, worth a combined $310M — down 16% from $370M a quarter earlier.

Fund positioning in ELD was balanced in Q3 2015: 10 funds opened new positions, 10 closed out, 19 added to existing stakes and 48 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $22.7M. The largest seller was William Blair & Company, exiting entirely with an estimated $17.5M sold.

  • 91 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q3 2015, down from 92 in Q2 2015.
  • Funds reported $310M of WisdomTree Emerging Markets Local Debt Fund stock for Q3 2015, down 16% quarter-over-quarter.
  • 10 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q3 2015 and 10 closed out, a net change of 0 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q3 2015 was Goldman Sachs, an estimated $22.7M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q3 2015 was William Blair & Company, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2015.