Avior Wealth Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Avior Wealth 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	-2,408	Closed	-$63.2K	–	1568
2023 Q3	$63.2K	Sell	2,408 -34	-1%	-$935	﹤0.01%	718
2023 Q2	$67.4K	Sell	2,442 -181	-7%	-$4.92K	﹤0.01%	703
2023 Q1	$71K	Buy	+2,623	New	+$69.7K	﹤0.01%	703
2019 Q1	–	Sell	-27	Closed	–	–	666
2018 Q4	$0	Hold	27	–	–	﹤0.01%	722
2018 Q3	$1K	Sell	27 -115	-81%	-$3.86K	﹤0.01%	704
2018 Q2	$5K	Buy	142 +2	+1%	+$73	﹤0.01%	646
2018 Q1	$6K	Buy	+140	New	+$5.5K	﹤0.01%	619

Other funds holding ELD

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

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

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

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

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

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

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

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

Avior Wealth Management's ELD Position: Q4 2023 in Review

Avior Wealth Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2023, closing a stake of 2,408 shares — an estimated $63.2K sold.

Avior Wealth Management first reported a position in ELD in Q1 2018 and held it in 7 quarters. The position peaked at $71K in Q1 2023. 50 funds tracked by Wall St. Rank hold ELD as of Q4 2023.

Avior Wealth Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 2,408 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2023, an estimated $63.2K.
Avior Wealth Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2018 and held it in 7 quarters.
Avior Wealth Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $71K in Q1 2023.
50 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.