ELD Institutional Ownership
WisdomTree Emerging Markets Local Debt Fund
1W: -1.0%
1M: -3.2%
3M: -3.5%
YTD: -3.8%
1Y: -2.5%
3Y: +20.6%
5Y: +9.8%
$27.81
+0.20 (+0.72%)
Weekly Expected Move ±1.3%
$27
$27
$28
$28
$29
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ELD
73
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
81M
Total Invested
11
New Positions
28
Increased
21
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (75 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Vontobel Holding Ltd. | 446,191 | $12M | -1,315 | -0.3% | 16Q | SEC ↗ |
| 2 | FOSTER & MOTLEY INC NEW | 337,708 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 297,769 | $8M | +5,079 | +1.7% | 15Q | SEC ↗ |
| 4 | JANE STREET GROUP, LLC | 223,465 | $6M | +98,942 | +79.5% | 3Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 216,928 | $6M | -1,900 | -0.9% | 64Q | SEC ↗ |
| 6 | Elmwood Wealth Management, Inc. | 146,261 | $4M | +4,205 | +3.0% | 19Q | SEC ↗ |
| 7 | LPL Financial LLC | 137,029 | $4M | +88,923 | +184.8% | 14Q | SEC ↗ |
| 8 | Ignite Planners, LLC | 108,360 | $3M | +1,028 | +1.0% | 12Q | SEC ↗ |
| 9 | Kestra Advisory Services, LLC | 97,843 | $3M | +3,330 | +3.5% | 3Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 95,944 | $3M | +4,388 | +4.8% | 64Q | SEC ↗ |
| 11 | Pekin Hardy Strauss, Inc. | 84,557 | $2M | +8,054 | +10.5% | 4Q | SEC ↗ |
| 12 | MORGAN STANLEY | 84,539 | $2M | -30,186 | -26.3% | 60Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 79,796 | $2M | -8,052 | -9.2% | 26Q | SEC ↗ |
| 14 | Clear Creek Financial Management, LLC | 55,326 | $2M | +25,728 | +86.9% | 2Q | SEC ↗ |
| 15 | OLD MISSION CAPITAL LLC | 45,052 | $1M | +20,167 | +81.0% | 2Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 31,832 | $885K | +1,331 | +4.4% | 5Q | SEC ↗ |
| 17 | Sanctuary Advisors, LLC | 27,600 | $768K | +264 | +1.0% | 2Q | SEC ↗ |
| 18 | Trilogy Capital Inc. | 24,105 | $670K | +351 | +1.5% | 2Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 23,098 | $642K | — | +0.0% | 15Q | SEC ↗ |
| 20 | Janney Montgomery Scott LLC | 21,291 | $592K | -21,417 | -50.1% | 3Q | SEC ↗ |
| 21 | UBS Group AG | 20,148 | $560K | +88 | +0.4% | 47Q | SEC ↗ |
| 22 | ASSETMARK, INC | 19,129 | $532K | +695 | +3.8% | 3Q | SEC ↗ |
| 23 | LANARK FINANCIAL, INC. | 17,873 | $497K | -1,530 | -7.9% | 12Q | SEC ↗ |
| 24 | Capital Analysts, LLC | 15,025 | $418K | +720 | +5.0% | 2Q | SEC ↗ |
| 25 | Treasure Coast Financial Planning | 13,473 | $375K | — | +0.0% | 7Q | SEC ↗ |
| 26 | Net Worth Advisory Group | 12,675 | $352K | -142 | -1.1% | 8Q | SEC ↗ |
| 27 | COLUMBIA ADVISORY PARTNERS LLC NEW | 11,232 | $312K | — | +0.0% | 1Q | SEC ↗ |
| 28 | ARKANSAS FINANCIAL GROUP, INC. | 11,231 | $312K | -694 | -5.8% | 3Q | SEC ↗ |
| 29 | HARBOUR INVESTMENTS, INC. | 11,121 | $309K | +3,345 | +43.0% | 11Q | SEC ↗ |
| 30 | Stratos Wealth Partners, LTD. | 10,950 | $305K | +1,331 | +13.8% | 2Q | SEC ↗ |
| 31 | Barnes Wealth Management Group, Inc NEW | 10,448 | $291K | — | +0.0% | 1Q | SEC ↗ |
| 32 | RFG Advisory, LLC | 9,932 | $276K | +208 | +2.1% | 10Q | SEC ↗ |
| 33 | INTEGRITY ALLIANCE, LLC. | 9,877 | $275K | +1,031 | +11.7% | 5Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 9,835 | $274K | -102,230 | -91.2% | 2Q | SEC ↗ |
| 35 | Valmark Advisers, Inc. | 9,035 | $251K | -308 | -3.3% | 14Q | SEC ↗ |
| 36 | Baker Ellis Asset Management LLC | 8,600 | $239K | +500 | +6.2% | 2Q | SEC ↗ |
| 37 | Alexander Randolph Advisory, Inc. | 8,575 | $238K | — | +0.0% | 3Q | SEC ↗ |
| 38 | WealthPoint Financial, LLC NEW | 8,455 | $235K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Betterment LLC | 8,337 | $232K | +370 | +4.6% | 6Q | SEC ↗ |
| 40 | W.H. Cornerstone Investments Inc. NEW | 7,793 | $217K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Concurrent Investment Advisors, LLC NEW | 7,720 | $215K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Smartleaf Asset Management LLC | 6,956 | $193K | — | +0.0% | 11Q | SEC ↗ |
| 43 | MERCER GLOBAL ADVISORS INC /ADV NEW | 4,574 | $127K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Integrated Wealth Concepts LLC NEW | 3,068 | $85K | — | +0.0% | 1Q | SEC ↗ |
| 45 | JPMORGAN CHASE & CO | 2,951 | $82K | -67 | -2.2% | 12Q | SEC ↗ |
| 46 | UBS AM, a distinct business unit of UB | 2,285 | $64K | — | +0.0% | 2Q | SEC ↗ |
| 47 | EVOLUTION WEALTH MANAGEMENT INC. | 1,636 | $45K | -140 | -7.9% | 5Q | SEC ↗ |
| 48 | IFP Advisors, Inc | 939 | $26K | +8 | +0.9% | 11Q | SEC ↗ |
| 49 | JFS WEALTH ADVISORS, LLC | 919 | $26K | — | +0.0% | 55Q | SEC ↗ |
| 50 | AE Wealth Management LLC | 646 | $18K | +631 | +4206.7% | 7Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| FOSTER & MOTLEY INC | 337,708 | $9M |
| COLUMBIA ADVISORY PARTNERS LLC | 11,232 | $312K |
| Barnes Wealth Management Group, Inc | 10,448 | $291K |
| WealthPoint Financial, LLC | 8,455 | $235K |
| W.H. Cornerstone Investments Inc. | 7,793 | $217K |
| Concurrent Investment Advisors, LLC | 7,720 | $215K |
| MERCER GLOBAL ADVISORS INC /ADV | 4,574 | $127K |
| Integrated Wealth Concepts LLC | 3,068 | $85K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 80 | $2K |
| Global Retirement Partners, LLC | 50 | $1K |
| Planning Strategies Inc. | 11 | $0K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| AllGen Financial Advisors, Inc. | 140,940 | $4M |
| Moors & Cabot, Inc. | 14,949 | $416K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 14,646 | $407K |
| Rubicon Advisors, GP | 11,461 | $319K |
| Insight Advisors, LLC/ PA | 11,019 | $306K |
| Gateway Wealth Partners, LLC | 7,344 | $204K |
| E Fund Management Co., Ltd. | 7,229 | $201K |
| Sound Income Strategies, LLC | 980 | $27K |
| TUCKER ASSET MANAGEMENT LLC | 91 | $3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 60 | $2K |
| FMR LLC | 3 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +98,942 | +79.5% | 223,465 |
| LPL Financial LLC | +88,923 | +184.8% | 137,029 |
| Clear Creek Financial Management, L | +25,728 | +86.9% | 55,326 |
| OLD MISSION CAPITAL LLC | +20,167 | +81.0% | 45,052 |
| Pekin Hardy Strauss, Inc. | +8,054 | +10.5% | 84,557 |
| BANK OF AMERICA CORP /DE | +5,079 | +1.7% | 297,769 |
| ROYAL BANK OF CANADA | +4,388 | +4.8% | 95,944 |
| Elmwood Wealth Management, Inc. | +4,205 | +3.0% | 146,261 |
| HARBOUR INVESTMENTS, INC. | +3,345 | +43.0% | 11,121 |
| Kestra Advisory Services, LLC | +3,330 | +3.5% | 97,843 |
| Stratos Wealth Partners, LTD. | +1,331 | +13.8% | 10,950 |
| RAYMOND JAMES FINANCIAL INC | +1,331 | +4.4% | 31,832 |
| INTEGRITY ALLIANCE, LLC. | +1,031 | +11.7% | 9,877 |
| Ignite Planners, LLC | +1,028 | +1.0% | 108,360 |
| Capital Analysts, LLC | +720 | +5.0% | 15,025 |
| ASSETMARK, INC | +695 | +3.8% | 19,129 |
| AE Wealth Management LLC | +631 | +4206.7% | 646 |
| Baker Ellis Asset Management LLC | +500 | +6.2% | 8,600 |
| Betterment LLC | +370 | +4.6% | 8,337 |
| Trilogy Capital Inc. | +351 | +1.5% | 24,105 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Bank of New York Mellon Corp | -102,230 | -91.2% | 9,835 |
| MORGAN STANLEY | -30,186 | -26.3% | 84,539 |
| Janney Montgomery Scott LLC | -21,417 | -50.1% | 21,291 |
| OSAIC HOLDINGS, INC. | -8,052 | -9.2% | 79,796 |
| WELLS FARGO & COMPANY/MN | -1,900 | -0.9% | 216,928 |
| LANARK FINANCIAL, INC. | -1,530 | -7.9% | 17,873 |
| Vontobel Holding Ltd. | -1,315 | -0.3% | 446,191 |
| ARKANSAS FINANCIAL GROUP, INC. | -694 | -5.8% | 11,231 |
| Valmark Advisers, Inc. | -308 | -3.3% | 9,035 |
| Net Worth Advisory Group | -142 | -1.1% | 12,675 |
| EVOLUTION WEALTH MANAGEMENT INC. | -140 | -7.9% | 1,636 |
| CoreCap Advisors, LLC | -135 | -50.4% | 133 |
| JPMORGAN CHASE & CO | -67 | -2.2% | 2,951 |