Drive Wealth Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Drive Wealth Management’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 Q1	–	Sell	-8,591	Closed	-$241K	–	325
2023 Q4	$241K	Sell	8,591 -2,713	-24%	-$72.5K	0.08%	240
2023 Q3	$297K	Sell	11,304 -2,705	-19%	-$74.3K	0.11%	174
2023 Q2	$386K	Sell	14,009 -778	-5%	-$21.1K	0.14%	143
2023 Q1	$400K	Sell	14,787 -301	-2%	-$8K	0.17%	143
2022 Q4	$390K	Buy	+15,088	New	+$378K	0.19%	125

Other funds holding ELD

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Drive Wealth Management's ELD Position: Q1 2024 in Review

Drive Wealth Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2024, closing a stake of 8,591 shares — an estimated $241K sold.

Drive Wealth Management first reported a position in ELD in Q4 2022 and held it in 5 quarters. The position peaked at $400K in Q1 2023. 48 funds tracked by Wall St. Rank hold ELD as of Q1 2024.

Drive Wealth Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2024 after selling out during the quarter.
Drive Wealth Management sold 8,591 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2024, an estimated $241K.
Drive Wealth Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2022 and held it in 5 quarters.
Drive Wealth Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $400K in Q1 2023.
48 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2024.

Based on Drive Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.