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WisdomTree Emerging Markets Local Debt Fund

43 hedge funds and large institutions have $61.9M invested in WisdomTree Emerging Markets Local Debt Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more capital invested

Capital invested by funds: $49.4M → $61.9M (+$12.6M)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

2.71% more ownership

Funds ownership: 53.1%55.81% (+2.7%)

7% less funds holding

Funds holding: 4643 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
10
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$13M +$12.8M +480,289 New
Vontobel Holding
2
Vontobel Holding
Switzerland
$11.5M -$50.5K -1,902 -0.4%
BA
3
Bridge Advisory
California
$7.22M +$7.09M +266,725 New
PP
4
Prudential plc
United Kingdom
$6.55M
Bank of America
5
Bank of America
North Carolina
$5.32M +$788K +29,651 +18%
CWM
6
Comprehensive Wealth Management
Washington
$4.68M +$293K +11,018 +7%
Wells Fargo
7
Wells Fargo
California
$2.87M -$525K -19,774 -16%
Morgan Stanley
8
Morgan Stanley
New York
$2.43M +$582K +21,900 +32%
EWM
9
Elmwood Wealth Management
California
$1.67M +$175K +6,573 +12%
Jane Street
10
Jane Street
New York
$694K -$10.9M -410,841 -94%
UBS Group
11
UBS Group
Switzerland
$642K +$13.2K +496 +2%
Goldman Sachs
12
Goldman Sachs
New York
$625K
OIA
13
OneDigital Investment Advisors
Kansas
$615K -$13.2K -498 -2%
FTUS
14
Flow Traders U.S.
New York
$579K -$568K -21,365 -50%
CCM
15
Coldstream Capital Management
Washington
$569K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$506K +$14.4K +543 +3%
CAN
17
Cetera Advisor Networks
California
$416K +$408K +15,350 New
DWM
18
Drive Wealth Management
Utah
$400K -$8K -301 -2%
VWA
19
V Wealth Advisors
Kansas
$306K -$24.8K -933 -8%
WT
20
Whittier Trust
California
$255K -$1.25K -47 -0.5%
LPL Financial
21
LPL Financial
California
$231K +$227K +8,525 New
VA
22
Valmark Advisers
Ohio
$212K +$208K +7,824 New
CA
23
Claro Advisors
Massachusetts
$202K +$199K +7,472 New
AWM
24
Avior Wealth Management
Nebraska
$71K +$69.7K +2,623 New
HIIFS
25
Harel Insurance Investments & Financial Services
Israel
$50K

ELD Hedge Fund Activity: Q1 2023 in Review

43 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q1 2023, worth a combined $61.9M — up 25% from $49.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ELD and 9 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 10 added.

The largest buyer was Cambria Investment Management, opening a new position worth an estimated $12.8M. The largest seller was Jane Street, cutting an estimated $10.9M.

  • 43 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q1 2023, down from 46 in Q4 2022.
  • Funds reported $61.9M of WisdomTree Emerging Markets Local Debt Fund stock for Q1 2023, up 25% quarter-over-quarter.
  • 9 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q1 2023 and 10 closed out, a net change of -1 holder.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q1 2023 was Cambria Investment Management, an estimated $12.8M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q1 2023 was Jane Street, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2023.