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WisdomTree Emerging Markets Local Debt Fund

48 hedge funds and large institutions have $34.1M invested in WisdomTree Emerging Markets Local Debt Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

0.48% more ownership

Funds ownership: 53.22%53.7% (+0.48%)

6% less funds holding

Funds holding: 5148 (-3)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

15% less capital invested

Capital invested by funds: $40.1M → $34.1M (-$6.08M)

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
1
Vontobel Holding
Switzerland
$10.4M -$72K -2,722 -0.7%
Bank of America
2
Bank of America
North Carolina
$6.24M -$139K -5,245 -2%
Wells Fargo
3
Wells Fargo
California
$2.98M -$116K -4,393 -4%
EWM
4
Elmwood Wealth Management
California
$2.78M +$151K +5,700 +5%
IP
5
Ignite Planners
California
$2.33M +$119K +4,510 +5%
Morgan Stanley
6
Morgan Stanley
New York
$1.7M -$144K -5,448 -8%
Jane Street
7
Jane Street
New York
$1.49M +$128K +4,826 +9%
HP
8
Haven Private
Florida
$895K +$933K +35,286 New
OMC
9
Old Mission Capital
Illinois
$593K +$374K +14,138 +153%
Goldman Sachs
10
Goldman Sachs
New York
$586K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$497K -$118K -4,471 -19%
LPL Financial
12
LPL Financial
California
$466K +$42.3K +1,600 +10%
UBS Group
13
UBS Group
Switzerland
$429K -$56.4K -2,134 -11%
TCFP
14
Treasure Coast Financial Planning
Florida
$342K +$356K +13,479 New
AA
15
Armis Advisers
Georgia
$313K +$326K +12,340 New
NWAG
16
Net Worth Advisory Group
Utah
$301K -$6.08K -230 -2%
IA
17
Insight Advisors
Pennsylvania
$274K +$80.8K +3,056 +40%
VA
18
Valmark Advisers
Ohio
$231K +$11.9K +450 +5%
OIA
19
OneDigital Investment Advisors
Kansas
$226K -$69.3K -2,620 -23%
RA
20
RFG Advisory
Alabama
$220K +$3.23K +122 +1%
JP Morgan Chase
21
JP Morgan Chase
New York
$161K +$77.7K +2,937 +86%
SAM
22
Smartleaf Asset Management
Massachusetts
$148K +$8.52K +322 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$115K -$45.2K -1,709 -27%
HI
24
Harbour Investments
Wisconsin
$80.5K +$212 +8 +0.3%
HIIFS
25
Harel Insurance Investments & Financial Services
Israel
$47K

ELD Hedge Fund Activity: Q4 2024 in Review

48 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Local Debt Fund (ELD) for Q4 2024, worth a combined $34.1M — down 15% from $40.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ELD and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 17 added.

The largest buyer was Old Mission Capital, adding an estimated $374K. The largest seller was Bank of Montreal, exiting entirely with an estimated $583K sold.

  • 48 institutional investors held WisdomTree Emerging Markets Local Debt Fund (ELD) as of Q4 2024, down from 51 in Q3 2024.
  • Funds reported $34.1M of WisdomTree Emerging Markets Local Debt Fund stock for Q4 2024, down 15% quarter-over-quarter.
  • 6 funds opened new WisdomTree Emerging Markets Local Debt Fund positions in Q4 2024 and 7 closed out, a net change of -1 holder.
  • The largest WisdomTree Emerging Markets Local Debt Fund buyer in Q4 2024 was Old Mission Capital, an estimated $374K added.
  • The largest WisdomTree Emerging Markets Local Debt Fund seller in Q4 2024 was Bank of Montreal, an estimated $583K sold.

Based on aggregated 13F filings for Q4 2024.