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Anchor Investment Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Anchor Investment Management’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
2023
Q4 		– Sell
-400
Closed -$10.5K – 968
2023
Q3 		$10.5K Sell
400
-447
-53% -$12.3K ﹤0.01% 738
2023
Q2 		$23.4K Sell
847
-594
-41% -$16.1K ﹤0.01% 622
2023
Q1 		$39K Buy
1,441
+5
+0.3% +$133 0.01% 564
2022
Q4 		$37.1K Sell
1,436
-126
-8% -$3.15K 0.01% 565
2022
Q3 		$37.9K Buy
1,562
+5
+0.3% +$128 0.01% 549
2022
Q2 		$39.9K Buy
1,557
+6
+0.4% +$159 0.01% 563
2022
Q1 		$43.4K Buy
1,551
+5
+0.3% +$145 0.01% 569
2021
Q4 		$46.3K Buy
1,546
+5
+0.3% +$153 0.01% 581
2021
Q3 		$48.2K Buy
1,541
+104
+7% +$3.34K 0.01% 531
2021
Q2 		$46.9K Buy
1,437
+705
+96% +$23.1K 0.01% 542
2021
Q1 		$23.4K Hold
732
– – ﹤0.01% 612
2020
Q4 		$25.5K Hold
732
– – ﹤0.01% 564
2020
Q3 		$23.2K Hold
732
– – ﹤0.01% 547
2020
Q2 		$23.4K Hold
732
– – 0.01% 531
2020
Q1 		$21.6K Sell
732
-300
-29% -$10.1K 0.01% 525
2019
Q4 		$37.1K Sell
1,032
-500
-33% -$17.6K 0.01% 503
2019
Q3 		$52.7K Hold
1,532
– – 0.01% 447
2019
Q2 		$54.2K Sell
1,532
-500
-25% -$17.1K 0.01% 439
2019
Q1 		$69.5K Sell
2,032
-120
-6% -$4.13K 0.02% 402
2018
Q4 		$72.1K Sell
2,152
-940
-30% -$31K 0.02% 383
2018
Q3 		$101K Sell
3,092
-115
-4% -$3.86K 0.02% 376
2018
Q2 		$110K Sell
3,207
-1,145
-26% -$42K 0.03% 369
2018
Q1 		$171K Hold
4,352
– – 0.04% 315
2017
Q4 		$167K Sell
4,352
-300
-6% -$11.4K 0.04% 307
2017
Q3 		$180K Hold
4,652
– – 0.05% 271
2017
Q2 		$176K Buy
4,652
+115
+3% +$4.37K 0.06% 255
2017
Q1 		$171K Buy
4,537
+1,640
+57% +$60.5K 0.06% 252
2016
Q4 		$104K Hold
2,897
– – 0.04% 304
2016
Q3 		$110K Hold
2,897
– – 0.04% 285
2016
Q2 		$108K Hold
2,897
– – 0.04% 282
2016
Q1 		$107K Buy
+2,897
New +$99.9K 0.04% 276

Other funds holding ELD

Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
AlphaQ Advisors Winter Park, Florida $41.7M AUM 12.96% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Anchor Investment Management's ELD Position: Q4 2023 in Review

Anchor Investment Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2023, closing a stake of 400 shares — an estimated $10.5K sold.

Anchor Investment Management first reported a position in ELD in Q1 2016 and held it in 31 quarters. The position peaked at $180K in Q3 2017. 50 funds tracked by Wall St. Rank hold ELD as of Q4 2023.

  • Anchor Investment Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2023 after selling out during the quarter.
  • Anchor Investment Management sold 400 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2023, an estimated $10.5K.
  • Anchor Investment Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2016 and held it in 31 quarters.
  • Anchor Investment Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $180K in Q3 2017.
  • 50 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2023.

Based on Anchor Investment Management's 13F filing for Q4 2023, filed 2 Jan 2024.