AlphaQ Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

AlphaQ Advisors’s Portfolio ELD Stock Details ELD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-53,773	Closed	-$1.47M	–	76
2024 Q1	$1.47M	Sell	53,773 -30,776	-36%	-$849K	0.89%	31
2023 Q4	$2.37M	Buy	84,549 +17,728	+27%	+$474K	1.65%	20
2023 Q3	$1.75M	Buy	+66,821	New	+$1.84M	1.52%	17

Other funds holding ELD

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AlphaQ Advisors's ELD Position: Q2 2024 in Review

AlphaQ Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2024, closing a stake of 53,773 shares — an estimated $1.47M sold.

AlphaQ Advisors first reported a position in ELD in Q3 2023 and held it in 3 quarters. The position peaked at $2.37M in Q4 2023. 45 funds tracked by Wall St. Rank hold ELD as of Q2 2024.

AlphaQ Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2024 after selling out during the quarter.
AlphaQ Advisors sold 53,773 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2024, an estimated $1.47M.
AlphaQ Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q3 2023 and held it in 3 quarters.
AlphaQ Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $2.37M in Q4 2023.
45 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2024.

Based on AlphaQ Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.