Clear Investment Research’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Clear Investment Research’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 Q2	–	Sell	-81,340	Closed	-$2.6M	–	142
2021 Q1	$2.6M	Sell	81,340 -9,414	-10%	-$316K	4.71%	8
2020 Q4	$3.16M	Buy	90,754 +2,363	+3%	+$78.7K	5.71%	7
2020 Q3	$2.81M	Buy	88,391 +6,852	+8%	+$223K	5.69%	6
2020 Q2	$2.6M	Buy	81,539 +2,915	+4%	+$90.9K	5.58%	6
2020 Q1	$2.32M	Buy	78,624 +8,543	+12%	+$289K	5.65%	6
2019 Q4	$2.81M	Sell	70,081 -6,554	-9%	-$230K	5.79%	6
2019 Q3	$2.64M	Buy	76,635 +3,501	+5%	+$123K	5.65%	6
2019 Q2	$2.58M	Buy	73,134 +245	+0.3%	+$8.39K	4.23%	9
2019 Q1	$2.49M	Buy	72,889 +3,300	+5%	+$114K	3.89%	10
2018 Q4	$2.33M	Sell	69,589 -9,705	-12%	-$320K	3.77%	10
2018 Q3	$2.6M	Sell	79,294 -97,973	-55%	-$3.29M	3.77%	10
2018 Q2	$6.97M	Hold	177,267	–	–	4.56%	10
2018 Q1	$6.97M	Sell	177,267 -1,540	-0.9%	-$60.5K	4.56%	10
2017 Q4	$6.88M	Buy	178,807 +6,477	+4%	+$247K	4.55%	9
2017 Q3	$6.65M	Sell	172,330 -2,137	-1%	-$82.6K	4.51%	10
2017 Q2	$6.62M	Buy	174,467 +4,163	+2%	+$158K	5.05%	8
2017 Q1	$6.4M	Buy	170,304 +7,862	+5%	+$290K	4.6%	10
2016 Q4	$5.81M	Buy	162,442 +9,356	+6%	+$341K	4.48%	9
2016 Q3	$5.83M	Buy	153,086 +6,541	+4%	+$248K	4.62%	10
2016 Q2	$5.48M	Sell	146,545 -1,018	-0.7%	-$37.3K	5.73%	6
2016 Q1	$5.43M	Buy	147,563 +421	+0.3%	+$14.5K	4.45%	9
2015 Q4	$5.04M	Buy	147,142 +9,704	+7%	+$343K	4.3%	9
2015 Q3	$4.76M	Buy	137,438 +10,157	+8%	+$373K	4.41%	9
2015 Q2	$4.95M	Buy	127,281 +5,543	+5%	+$222K	4.4%	9
2015 Q1	$4.84M	Buy	+121,738	New	+$4.96M	4.38%	10

Other funds holding ELD

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

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

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

FTUS

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

PWS

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

FWM

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

JFS

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

OIA

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

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

Clear Investment Research's ELD Position: Q2 2021 in Review

Clear Investment Research sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2021, closing a stake of 81,340 shares — an estimated $2.6M sold.

Clear Investment Research first reported a position in ELD in Q1 2015 and held it in 25 quarters. The position peaked at $6.97M in Q2 2018. 49 funds tracked by Wall St. Rank hold ELD as of Q2 2021.

Clear Investment Research reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2021 after selling out during the quarter.
Clear Investment Research sold 81,340 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2021, an estimated $2.6M.
Clear Investment Research first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2015 and held it in 25 quarters.
Clear Investment Research's WisdomTree Emerging Markets Local Debt Fund position peaked at $6.97M in Q2 2018.
49 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2021.

Based on Clear Investment Research's 13F filing for Q2 2021, filed 29 Jul 2021.