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

Clarus Wealth 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
2019 Q2	–	Sell	-650	Closed	-$22K	–	611
2019 Q1	$22K	Hold	650	–	–	0.02%	404
2018 Q4	$22K	Hold	650	–	–	0.03%	388
2018 Q3	$21K	Buy	650 +67	+11%	+$2.25K	0.01%	425
2018 Q2	$23K	Buy	+583	New	+$21.4K	0.02%	406

Other funds holding ELD

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

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

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

CIR

Clear Investment Research Alpharetta, Georgia $63.9M AUM 11.37% 1-Year Est. Return

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

OIA

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Clarus Wealth Advisors's ELD Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2019, closing a stake of 650 shares — an estimated $22K sold.

Clarus Wealth Advisors first reported a position in ELD in Q2 2018 and held it in 4 quarters. The position peaked at $23K in Q2 2018. 67 funds tracked by Wall St. Rank hold ELD as of Q2 2019.

Clarus Wealth Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 650 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2019, an estimated $22K.
Clarus Wealth Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $23K in Q2 2018.
67 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.