Disciplined Investments’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-1,057	Closed	-$29.2K	–	533
2023 Q2	$29.2K	Buy	1,057 +13	+1%	+$353	0.02%	250
2023 Q1	$28.3K	Buy	1,044 +13	+1%	+$345	0.01%	273
2022 Q4	$26.6K	Buy	1,031 +13	+1%	+$325	0.01%	262
2022 Q3	$25K	Buy	1,018 +14	+1%	+$358	0.01%	286
2022 Q2	$26K	Buy	1,004 +4	+0.4%	+$106	0.01%	288
2022 Q1	$28K	Hold	1,000	–	–	0.01%	293
2021 Q4	$30K	Hold	1,000	–	–	0.01%	257
2021 Q3	$31K	Hold	1,000	–	–	0.02%	236
2021 Q2	$33K	Hold	1,000	–	–	0.02%	224
2021 Q1	$32K	Hold	1,000	–	–	0.02%	200
2020 Q4	$35K	Hold	1,000	–	–	0.02%	170
2020 Q3	$32K	Hold	1,000	–	–	0.02%	186
2020 Q2	$32K	Hold	1,000	–	–	0.02%	191
2020 Q1	$30K	Hold	1,000	–	–	0.03%	190
2019 Q4	$36K	Buy	+1,000	New	+$35.2K	0.03%	187

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

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

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

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

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

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

AlphaQ Advisors Winter Park, Florida $41.7M AUM 12.96% 1-Year Est. Return

EWM

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

Disciplined Investments's ELD Position: Q3 2023 in Review

Disciplined Investments sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2023, closing a stake of 1,057 shares — an estimated $29.2K sold.

Disciplined Investments first reported a position in ELD in Q4 2019 and held it in 15 quarters. The position peaked at $36K in Q4 2019. 46 funds tracked by Wall St. Rank hold ELD as of Q3 2023.

Disciplined Investments reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 1,057 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2023, an estimated $29.2K.
Disciplined Investments first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2019 and held it in 15 quarters.
Disciplined Investments's WisdomTree Emerging Markets Local Debt Fund position peaked at $36K in Q4 2019.
46 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.