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Arden Trust’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Arden Trust’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
2021
Q1 		– Sell
-6,146
Closed -$214K – 314
2020
Q4 		$214K Buy
+6,146
New +$205K 0.04% 299
2020
Q2 		– Sell
-8,686
Closed -$256K – 450
2020
Q1 		$256K Sell
8,686
-753
-8% -$25.5K 0.05% 242
2019
Q4 		$339K Sell
9,439
-803
-8% -$28.2K 0.05% 256
2019
Q3 		$352K Sell
10,242
-1,059
-9% -$37.2K 0.06% 261
2019
Q2 		$399K Sell
11,301
-1,485
-12% -$50.8K 0.07% 233
2019
Q1 		$437K Hold
12,786
– – 0.07% 243
2018
Q4 		$428K Sell
12,786
-1,995
-13% -$65.8K 0.08% 220
2018
Q3 		$485K Sell
14,781
-514
-3% -$17.3K 0.08% 230
2018
Q2 		$526K Hold
15,295
– – 0.08% 206
2018
Q1 		$601K Buy
15,295
+269
+2% +$10.6K 0.09% 199
2017
Q4 		$577K Sell
15,026
-323
-2% -$12.3K 0.09% 200
2017
Q3 		$592K Buy
15,349
+1,228
+9% +$47.4K 0.09% 209
2017
Q2 		$536K Sell
14,121
-249
-2% -$9.45K 0.08% 225
2017
Q1 		$540K Sell
14,370
-260
-2% -$9.58K 0.08% 215
2016
Q4 		$523K Buy
14,630
+736
+5% +$26.8K 0.08% 229
2016
Q3 		$529K Buy
+13,894
New +$526K 0.08% 219
2015
Q1 		– Sell
-6,256
Closed -$260K – 437
2014
Q4 		$260K Sell
6,256
-14
-0.2% -$611 0.04% 296
2014
Q3 		$280K Sell
6,270
-6
-0.1% -$281 0.04% 288
2014
Q2 		$298K Buy
6,276
+571
+10% +$26.7K 0.04% 265
2014
Q1 		$262K Buy
5,705
+726
+15% +$32.6K 0.03% 297
2013
Q4 		$229K Buy
4,979
+220
+5% +$10.4K 0.03% 292
2013
Q3 		$224K Buy
+4,759
New +$225K 0.03% 290

Other funds holding ELD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIR
Clear Investment Research Alpharetta, Georgia $63.9M AUM 11.37% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Arden Trust's ELD Position: Q1 2021 in Review

Arden Trust sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2021, closing a stake of 6,146 shares — an estimated $214K sold.

Arden Trust first reported a position in ELD in Q3 2013 and held it in 22 quarters. The position peaked at $601K in Q1 2018. 55 funds tracked by Wall St. Rank hold ELD as of Q1 2021.

  • Arden Trust reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2021 after selling out during the quarter.
  • Arden Trust sold 6,146 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2021, an estimated $214K.
  • Arden Trust first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q3 2013 and held it in 22 quarters.
  • Arden Trust's WisdomTree Emerging Markets Local Debt Fund position peaked at $601K in Q1 2018.
  • 55 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2021.

Based on Arden Trust's 13F filing for Q1 2021, filed 23 Apr 2021.