Claro Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Claro Advisors’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 Q2	–	Sell	-7,947	Closed	-$218K	–	439
2024 Q1	$218K	Buy	7,947 +54	+0.7%	+$1.49K	0.04%	384
2023 Q4	$222K	Sell	7,893 -126	-2%	-$3.37K	0.05%	358
2023 Q3	$211K	Sell	8,019 -184	-2%	-$5.06K	0.05%	336
2023 Q2	$226K	Buy	8,203 +731	+10%	+$19.9K	0.06%	326
2023 Q1	$202K	Buy	+7,472	New	+$199K	0.06%	322

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

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

Bridge Advisory Pasadena, California $210M AUM 21.75% 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

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

Ignite Planners San Clemente, California $729M AUM 24.39% 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

Claro Advisors's ELD Position: Q2 2024 in Review

Claro Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2024, closing a stake of 7,947 shares — an estimated $218K sold.

Claro Advisors first reported a position in ELD in Q1 2023 and held it in 5 quarters. The position peaked at $226K in Q2 2023. 45 funds tracked by Wall St. Rank hold ELD as of Q2 2024.

Claro Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2024 after selling out during the quarter.
Claro Advisors sold 7,947 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2024, an estimated $218K.
Claro Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2023 and held it in 5 quarters.
Claro Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $226K in Q2 2023.
45 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2024.

Based on Claro Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.