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WisdomTree Emerging Markets Local Debt Fund

50 hedge funds and large institutions have $52.7M invested in WisdomTree Emerging Markets Local Debt Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

9% more funds holding

Funds holding: 4650 (+4)

1.7% more ownership

Funds ownership: 56.05%57.75% (+1.7%)

4% less capital invested

Capital invested by funds: $55.1M → $52.7M (-$2.44M)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
10
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
1
Vontobel Holding
Switzerland
$11.2M -$687K -25,696 -6%
Jane Street
2
Jane Street
New York
$9.25M +$5.73M +214,339 +186%
Bank of America
3
Bank of America
North Carolina
$7.06M +$217K +8,120 +3%
BA
4
Bridge Advisory
California
$6.24M -$1.2M -44,790 -17%
Morgan Stanley
5
Morgan Stanley
New York
$4.29M +$1.91M +71,299 +88%
Wells Fargo
6
Wells Fargo
California
$2.81M -$485K -18,150 -15%
AA
7
AlphaQ Advisors
Florida
$2.37M +$474K +17,728 +27%
RWA
8
Redhawk Wealth Advisors
Minnesota
$1.35M +$1.29M +48,231 New
EWM
9
Elmwood Wealth Management
California
$1.32M -$456K -17,078 -27%
IP
10
Ignite Planners
California
$1.3M -$853K -31,918 -40%
Goldman Sachs
11
Goldman Sachs
New York
$648K
CCM
12
Coldstream Capital Management
Washington
$590K
UBS Group
13
UBS Group
Switzerland
$500K -$168K -6,301 -26%
OIA
14
OneDigital Investment Advisors
Kansas
$469K -$129K -4,821 -22%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$458K -$6.87K -257 -2%
CAN
16
Cetera Advisor Networks
California
$338K -$34.2K -1,279 -10%
LPL Financial
17
LPL Financial
California
$280K -$43.6K -1,630 -14%
JP Morgan Chase
18
JP Morgan Chase
New York
$269K +$63.1K +2,361 +33%
VF
19
Virtu Financial
New York
$268K +$255K +9,533 New
NS
20
NBC Securities
Alabama
$257K +$110K +4,105 +81%
DWM
21
Drive Wealth Management
Utah
$241K -$72.5K -2,713 -24%
VA
22
Valmark Advisers
Ohio
$229K -$534 -20 -0.2%
CA
23
Claro Advisors
Massachusetts
$222K -$3.37K -126 -2%
SAM
24
Smartleaf Asset Management
Massachusetts
$129K +$124K +4,626 New
PA
25
Pineridge Advisors
Missouri
$123K +$117K +4,378 New

ELD Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q4 2023, worth a combined $52.7M — down 4.4% from $55.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ELD positions and 7 closed out — a net gain of 5 holders — while 10 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, adding an estimated $5.73M. The largest seller was Cambria Investment Management, exiting entirely with an estimated $11.4M sold.

  • 50 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q4 2023, up from 46 in Q3 2023.
  • Funds reported $52.7M of WisdomTree Emerging Markets Local Debt Fund stock for Q4 2023, down 4.4% quarter-over-quarter.
  • 12 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q4 2023 and 7 closed out, a net change of +5 holders.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q4 2023 was Jane Street, an estimated $5.73M added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q4 2023 was Cambria Investment Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2023.