Concourse Financial Group Securities’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Concourse Financial Group Securities’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
2022 Q1	–	Sell	-13	Closed	-$377	–	2221
2021 Q4	$0	Hold	13	–	–	﹤0.01%	2397
2021 Q3	$0	Sell	13 -486	-97%	-$15.6K	﹤0.01%	2423
2021 Q2	$16K	Sell	499 -15	-3%	-$492	﹤0.01%	1706
2021 Q1	$16K	Hold	514	–	–	﹤0.01%	1628
2020 Q4	$18K	Buy	+514	New	+$17.1K	﹤0.01%	1490

Other funds holding ELD

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

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

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

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

FWM

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

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

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

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

OIA

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

FTUS

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

Concourse Financial Group Securities's ELD Position: Q1 2022 in Review

Concourse Financial Group Securities sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2022, closing a stake of 13 shares — an estimated $377 sold.

Concourse Financial Group Securities first reported a position in ELD in Q4 2020 and held it in 5 quarters. The position peaked at $18K in Q4 2020. 49 funds tracked by Wall St. Rank hold ELD as of Q1 2022.

Concourse Financial Group Securities reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2022 after selling out during the quarter.
Concourse Financial Group Securities sold 13 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2022, an estimated $377.
Concourse Financial Group Securities first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2020 and held it in 5 quarters.
Concourse Financial Group Securities's WisdomTree Emerging Markets Local Debt Fund position peaked at $18K in Q4 2020.
49 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2022.

Based on Concourse Financial Group Securities's 13F filing for Q1 2022, filed 9 May 2022.