Bridge Advisory’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Bridge Advisory’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 Q3	$2.37M	Sell	84,723 -28,255	-25%	-$766K	1.13%	22
2024 Q2	$2.98M	Sell	112,978 -9,884	-8%	-$266K	1.47%	18
2024 Q1	$3.36M	Sell	122,862 -99,478	-45%	-$2.74M	1.67%	16
2023 Q4	$6.24M	Sell	222,340 -44,790	-17%	-$1.2M	3.13%	9
2023 Q3	$7.01M	Sell	267,130 -1,567	-0.6%	-$43.1K	2.46%	12
2023 Q2	$7.41M	Buy	268,697 +1,972	+0.7%	+$53.6K	2.72%	11
2023 Q1	$7.22M	Buy	+266,725	New	+$7.09M	2.79%	9

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Bridge Advisory's ELD Position: Q3 2024 in Review

Bridge Advisory reduced its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 25% in Q3 2024, selling an estimated $766K and leaving 84,723 shares worth $2.37M. The position accounts for 1.13% of the portfolio, ranked #22.

Bridge Advisory first reported a position in ELD in Q1 2023 and has held it in 7 quarters since. The position peaked at $7.41M in Q2 2023. 51 funds tracked by Wall St. Rank hold ELD as of Q3 2024.

Bridge Advisory held 84,723 shares of WisdomTree Emerging Markets Local Debt Fund worth $2.37M as of Q3 2024.
Bridge Advisory sold 28,255 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2024, an estimated $766K.
WisdomTree Emerging Markets Local Debt Fund made up 1.13% of Bridge Advisory's portfolio in Q3 2024, its #22 holding.
Bridge Advisory first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2023 and has held it in 7 quarters since.
Bridge Advisory's WisdomTree Emerging Markets Local Debt Fund position peaked at $7.41M in Q2 2023.
51 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.