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

Cambria 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	-434,117	Closed	-$11.4M	–	295
2023 Q3	$11.4M	Sell	434,117 -33,366	-7%	-$917K	0.93%	29
2023 Q2	$12.9M	Sell	467,483 -12,806	-3%	-$348K	1.07%	21
2023 Q1	$13M	Buy	+480,289	New	+$12.8M	1.07%	14

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

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

Cambria Investment Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2023, closing a stake of 434,117 shares — an estimated $11.4M sold.

Cambria Investment Management first reported a position in ELD in Q1 2023 and held it in 3 quarters. The position peaked at $13M in Q1 2023. 50 funds tracked by Wall St. Rank hold ELD as of Q4 2023.

Cambria Investment Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2023 after selling out during the quarter.
Cambria Investment Management sold 434,117 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2023, an estimated $11.4M.
Cambria Investment Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2023 and held it in 3 quarters.
Cambria Investment Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $13M in Q1 2023.
50 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2023.

Based on Cambria Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.