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WisdomTree Emerging Markets Local Debt Fund

46 hedge funds and large institutions have $49.4M invested in WisdomTree Emerging Markets Local Debt Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

34% more capital invested

Capital invested by funds: $36.7M → $49.4M (+$12.7M)

12% more funds holding

Funds holding: 4146 (+5)

11.09% more ownership

Funds ownership: 42.01%53.1% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
9
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$11.3M +$9.18M +366,581 +524%
Vontobel Holding
2
Vontobel Holding
Switzerland
$11.1M -$371K -14,832 -3%
PP
3
Prudential plc
United Kingdom
$6.25M +$2.95M +117,977 +95%
Bank of America
4
Bank of America
North Carolina
$4.31M +$549K +21,935 +15%
CWM
5
Comprehensive Wealth Management
Washington
$4.18M -$97.6K -3,900 -2%
Wells Fargo
6
Wells Fargo
California
$3.25M +$1.12M +44,554 +55%
Morgan Stanley
7
Morgan Stanley
New York
$1.75M -$1.43M -57,054 -46%
EWM
8
Elmwood Wealth Management
California
$1.42M -$69.8K -2,790 -5%
FTUS
9
Flow Traders U.S.
New York
$1.1M -$572K -22,857 -35%
UBS Group
10
UBS Group
Switzerland
$600K -$175 -7 -0%
OIA
11
OneDigital Investment Advisors
Kansas
$599K -$137K -5,482 -19%
Goldman Sachs
12
Goldman Sachs
New York
$597K
CCM
13
Coldstream Capital Management
Washington
$543K +$526K +21,034 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$469K -$4.33K -173 -0.9%
DWM
15
Drive Wealth Management
Utah
$390K +$378K +15,088 New
VWA
16
V Wealth Advisors
Kansas
$316K +$3.98K +159 +1%
SIAM
17
Sterling Investment Advisors (Missouri)
Missouri
$273K +$265K +10,585 New
WT
18
Whittier Trust
California
$244K
Betterment LLC
19
Betterment LLC
New York
$205K +$199K +7,954 New
DWP
20
Destiny Wealth Partners
Florida
$99.7K
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$90K -$776 -31 -0.9%
HIIFS
22
Harel Insurance Investments & Financial Services
Israel
$48K +$46.3K +1,850 New
SAM
23
S.A. Mason
Michigan
$43.8K
GRP
24
Global Retirement Partners
California
$42.1K
AIM
25
Anchor Investment Management
South Carolina
$37.1K -$3.15K -126 -8%

ELD Hedge Fund Activity: Q4 2022 in Review

46 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q4 2022, worth a combined $49.4M — up 34% from $36.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ELD positions and 6 closed out — a net gain of 5 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, adding an estimated $9.18M. The largest seller was Morgan Stanley, cutting an estimated $1.43M.

  • 46 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q4 2022, up from 41 in Q3 2022.
  • Funds reported $49.4M of WisdomTree Emerging Markets Local Debt Fund stock for Q4 2022, up 34% quarter-over-quarter.
  • 11 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q4 2022 and 6 closed out, a net change of +5 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q4 2022 was Jane Street, an estimated $9.18M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q4 2022 was Morgan Stanley, an estimated $1.43M sold.

Based on aggregated 13F filings for Q4 2022.