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

Clear Point 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
Q4 		– Sell
-1
Closed -$14 – 230
2024
Q3 		$14 Hold
1
– – ﹤0.01% 569
2024
Q2 		$13 Hold
1
– – ﹤0.01% 564
2024
Q1 		$14 Buy
+1
New +$28 ﹤0.01% 563
2023
Q4 		– Hold
0
– – – 543

Other funds holding ELD

Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Point Advisors's ELD Position: Q4 2024 in Review

Clear Point Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2024, closing a stake of 1 share — an estimated $14 sold.

Clear Point Advisors first reported a position in ELD in Q1 2024 and held it in 3 quarters. The position peaked at $14 in Q3 2024. 48 funds tracked by Wall St. Rank hold ELD as of Q4 2024.

  • Clear Point Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1 WisdomTree Emerging Markets Local Debt Fund share in Q4 2024, an estimated $14.
  • Clear Point Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2024 and held it in 3 quarters.
  • Clear Point Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $14 in Q3 2024.
  • 48 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.