Carroll Financial Associates’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Carroll Financial Associates’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 Q4	$19K	Hold	649	–	–	﹤0.01%	986
2021 Q3	$20K	Hold	649	–	–	﹤0.01%	993
2021 Q2	$21K	Hold	649	–	–	﹤0.01%	1070
2021 Q1	$20K	Hold	649	–	–	﹤0.01%	1013
2020 Q4	$22K	Hold	649	–	–	﹤0.01%	891
2020 Q3	$20K	Hold	649	–	–	﹤0.01%	858
2020 Q2	$20K	Hold	649	–	–	﹤0.01%	852
2020 Q1	$19K	Hold	649	–	–	﹤0.01%	788
2019 Q4	$23K	Hold	649	–	–	﹤0.01%	840
2019 Q3	$22K	Hold	649	–	–	﹤0.01%	796
2019 Q2	$22K	Hold	649	–	–	﹤0.01%	798
2019 Q1	$22K	Hold	649	–	–	﹤0.01%	725
2018 Q4	$22K	Buy	+649	New	+$21.4K	﹤0.01%	645

Other funds holding ELD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

FWM

Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

JFS

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

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

OIA

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

Carroll Financial Associates's ELD Position: Q4 2021 in Review

Carroll Financial Associates held its WisdomTree Emerging Markets Local Debt Fund (ELD) position steady in Q4 2021 at 649 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Carroll Financial Associates first reported a position in ELD in Q4 2018 and has held it in 13 quarters since. The position peaked at $23K in Q4 2019. 52 funds tracked by Wall St. Rank hold ELD as of Q4 2021.

Carroll Financial Associates held 649 shares of WisdomTree Emerging Markets Local Debt Fund worth $19K as of Q4 2021.
Carroll Financial Associates left its WisdomTree Emerging Markets Local Debt Fund share count unchanged in Q4 2021.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #986 holding.
Carroll Financial Associates first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2018 and has held it in 13 quarters since.
Carroll Financial Associates's WisdomTree Emerging Markets Local Debt Fund position peaked at $23K in Q4 2019.
52 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.