Belpointe Asset Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Belpointe Asset 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
2021 Q2	–	Sell	-6,074	Closed	-$195K	–	1141
2021 Q1	$195K	Buy	+6,074	New	+$204K	0.02%	759
2020 Q2	–	Sell	-7,637	Closed	-$226K	–	743
2020 Q1	$226K	Buy	+7,637	New	+$258K	0.04%	403
2019 Q4	–	Sell	-8,580	Closed	-$295K	–	789
2019 Q3	$295K	Buy	+8,580	New	+$301K	0.05%	393

Other funds holding ELD

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

JFS

JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Belpointe Asset Management's ELD Position: Q2 2021 in Review

Belpointe Asset Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2021, closing a stake of 6,074 shares — an estimated $195K sold.

Belpointe Asset Management first reported a position in ELD in Q3 2019 and held it in 3 quarters. The position peaked at $295K in Q3 2019. 49 funds tracked by Wall St. Rank hold ELD as of Q2 2021.

Belpointe Asset Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2021 after selling out during the quarter.
Belpointe Asset Management sold 6,074 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2021, an estimated $195K.
Belpointe Asset Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q3 2019 and held it in 3 quarters.
Belpointe Asset Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $295K in Q3 2019.
49 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2021.

Based on Belpointe Asset Management's 13F filing for Q2 2021, filed 9 Aug 2021.