Destiny Wealth Partners’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Destiny Wealth Partners’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
2023 Q1	–	Sell	-3,861	Closed	-$99.7K	–	311
2022 Q4	$99.7K	Hold	3,861	–	–	0.02%	230
2022 Q3	$94K	Hold	3,861	–	–	0.02%	226
2022 Q2	$99K	Sell	3,861 -838	-18%	-$22.2K	0.02%	232
2022 Q1	$131K	Sell	4,699 -1,659	-26%	-$48.2K	0.03%	195
2021 Q4	$191K	Sell	6,358 -300,254	-98%	-$9.17M	0.04%	177
2021 Q3	$9.58M	Buy	306,612 +17,614	+6%	+$565K	1.92%	11
2021 Q2	$9.42M	Buy	288,998 +30,796	+12%	+$1.01M	1.8%	13
2021 Q1	$8.27M	Buy	+258,202	New	+$8.67M	1.73%	18

Other funds holding ELD

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 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

EWM

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

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

Destiny Wealth Partners's ELD Position: Q1 2023 in Review

Destiny Wealth Partners sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2023, closing a stake of 3,861 shares — an estimated $99.7K sold.

Destiny Wealth Partners first reported a position in ELD in Q1 2021 and held it in 8 quarters. The position peaked at $9.58M in Q3 2021. 43 funds tracked by Wall St. Rank hold ELD as of Q1 2023.

Destiny Wealth Partners reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 3,861 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2023, an estimated $99.7K.
Destiny Wealth Partners first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2021 and held it in 8 quarters.
Destiny Wealth Partners's WisdomTree Emerging Markets Local Debt Fund position peaked at $9.58M in Q3 2021.
43 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.