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WisdomTree Emerging Markets Local Debt Fund
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Overview Fund Activity

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
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
–

Top Buyers

1
IP
Ignite Planners
California
$1.98M
2
AA
AlphaQ Advisors
Florida
$1.75M
3
T
TRUADVICE
Florida
$329K
4
Bank of America
Bank of America
North Carolina
$6.39M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$189K

Top Sellers

1
Jane Street
Jane Street
New York
$3.02M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
3
CIM
Cambria Investment Management
California
$11.4M
4
LPL Financial
LPL Financial
California
$304K
5
VWA
V Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
1
Cambria Investment Management
California
$11.4M -$876K -33,366 -7%
Vontobel Holding
2
Vontobel Holding
Switzerland
$11.2M -$60.1K -2,288 -0.5%
BA
3
Bridge Advisory
California
$7.01M -$41.1K -1,567 -0.6%
Bank of America
4
Bank of America
North Carolina
$6.39M +$234K +8,899 +4%
Wells Fargo
5
Wells Fargo
California
$3.11M +$174K +6,618 +6%
Jane Street
6
Jane Street
New York
$3.02M -$6.74M -256,490 -69%
Morgan Stanley
7
Morgan Stanley
New York
$2.14M -$73K -2,781 -3%
IP
8
Ignite Planners
California
$1.98M +$1.98M +78,926 New
AA
9
AlphaQ Advisors
Florida
$1.75M +$1.75M +66,821 New
EWM
10
Elmwood Wealth Management
California
$1.68M +$69.5K +2,648 +4%
UBS Group
11
UBS Group
Switzerland
$633K +$54.8K +2,085 +9%
Goldman Sachs
12
Goldman Sachs
New York
$607K – – –
OIA
13
OneDigital Investment Advisors
Kansas
$565K -$13.4K -509 -2%
CCM
14
Coldstream Capital Management
Washington
$552K – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$436K -$21.1K -803 -5%
CAN
16
Cetera Advisor Networks
California
$350K -$52.2K -1,988 -13%
T
17
TRUADVICE
Florida
$329K +$329K +12,402 New
LPL Financial
18
LPL Financial
California
$304K -$474K -18,044 -61%
DWM
19
Drive Wealth Management
Utah
$297K -$71K -2,705 -19%
VA
20
Valmark Advisers
Ohio
$215K -$1.71K -65 -0.8%
CA
21
Claro Advisors
Massachusetts
$211K -$4.83K -184 -2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$189K +$189K +7,216 New
AWM
23
Ameliora Wealth Management
Switzerland
$158K +$158K +6,010 New
NS
24
NBC Securities
Alabama
$132K +$132K +5,051 New
AWM
25
Avior Wealth Management
Nebraska
$63.2K -$893 -34 -1%
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