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WisdomTree Emerging Markets Local Debt Fund

46 hedge funds and large institutions have $55.1M invested in WisdomTree Emerging Markets Local Debt Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 4546 (+1)

4.9% less ownership

Funds ownership: 60.95%56.05% (-4.9%)

14% less capital invested

Capital invested by funds: $63.9M → $55.1M (-$8.79M)

65% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 17

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$11.4M -$917K -33,366 -7%
Vontobel Holding
2
Vontobel Holding
Switzerland
$11.2M -$62.9K -2,288 -0.5%
BA
3
Bridge Advisory
California
$7.01M -$43.1K -1,567 -0.6%
Bank of America
4
Bank of America
North Carolina
$6.39M +$245K +8,899 +4%
Wells Fargo
5
Wells Fargo
California
$3.11M +$182K +6,618 +6%
Jane Street
6
Jane Street
New York
$3.02M -$7.05M -256,490 -69%
Morgan Stanley
7
Morgan Stanley
New York
$2.14M -$76.4K -2,781 -3%
IP
8
Ignite Planners
California
$1.98M +$2.17M +78,926 New
AA
9
AlphaQ Advisors
Florida
$1.75M +$1.84M +66,821 New
EWM
10
Elmwood Wealth Management
California
$1.68M +$72.8K +2,648 +4%
UBS Group
11
UBS Group
Switzerland
$633K +$57.3K +2,085 +9%
Goldman Sachs
12
Goldman Sachs
New York
$607K
OIA
13
OneDigital Investment Advisors
Kansas
$565K -$14K -509 -2%
CCM
14
Coldstream Capital Management
Washington
$552K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$436K -$22.1K -803 -5%
CAN
16
Cetera Advisor Networks
California
$350K -$54.6K -1,988 -13%
T
17
TRUADVICE
Florida
$329K +$341K +12,402 New
LPL Financial
18
LPL Financial
California
$304K -$496K -18,044 -61%
DWM
19
Drive Wealth Management
Utah
$297K -$74.3K -2,705 -19%
VA
20
Valmark Advisers
Ohio
$215K -$1.79K -65 -0.8%
CA
21
Claro Advisors
Massachusetts
$211K -$5.06K -184 -2%
JP Morgan Chase
22
JP Morgan Chase
New York
$189K +$198K +7,216 New
AWM
23
Ameliora Wealth Management
Switzerland
$158K +$165K +6,010 New
NS
24
NBC Securities
Alabama
$132K +$139K +5,051 New
AWM
25
Avior Wealth Management
Nebraska
$63.2K -$935 -34 -1%

ELD Hedge Fund Activity: Q3 2023 in Review

46 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q3 2023, worth a combined $55.1M — down 14% from $63.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ELD positions and 8 closed out — a net gain of 1 holder — while 6 added to existing stakes and 17 trimmed.

The largest buyer was Ignite Planners, opening a new position worth an estimated $2.17M. The largest seller was Jane Street, cutting an estimated $7.05M.

  • 46 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q3 2023, up from 45 in Q2 2023.
  • Funds reported $55.1M of WisdomTree Emerging Markets Local Debt Fund stock for Q3 2023, down 14% quarter-over-quarter.
  • 9 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q3 2023 and 8 closed out, a net change of +1 holder.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q3 2023 was Ignite Planners, an estimated $2.17M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q3 2023 was Jane Street, an estimated $7.05M sold.

Based on aggregated 13F filings for Q3 2023.