Elmwood Wealth Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Sell |
105,492
-2,714
| -3% | -$75.9K | 1.17% | 34 |
|
|
2025
Q1 | $2.9M | Sell |
108,206
-1,542
| -1% | -$41.3K | 1.19% | 32 |
|
|
2024
Q4 | $2.78M | Buy |
109,748
+5,700
| +5% | +$145K | 1.12% | 33 |
|
|
2024
Q3 | $2.91M | Buy |
104,048
+973
| +0.9% | +$27.2K | 1.2% | 30 |
|
|
2024
Q2 | $2.72M | Buy |
103,075
+13,074
| +15% | +$345K | 1.21% | 31 |
|
|
2024
Q1 | $2.46M | Buy |
90,001
+43,001
| +91% | +$1.18M | 1.05% | 33 |
|
|
2023
Q4 | $1.32M | Sell |
47,000
-17,078
| -27% | -$479K | 0.93% | 35 |
|
|
2023
Q3 | $1.68M | Buy |
64,078
+2,648
| +4% | +$69.5K | 0.81% | 41 |
|
|
2023
Q2 | $1.69M | Sell |
61,430
-130
| -0.2% | -$3.59K | 0.79% | 44 |
|
|
2023
Q1 | $1.67M | Buy |
61,560
+6,573
| +12% | +$178K | 0.79% | 41 |
|
|
2022
Q4 | $1.42M | Sell |
54,987
-2,790
| -5% | -$72.1K | 0.71% | 48 |
|
|
2022
Q3 | $1.4M | Buy |
57,777
+1,300
| +2% | +$31.5K | 0.7% | 47 |
|
|
2022
Q2 | $1.45M | Buy |
56,477
+8,150
| +17% | +$209K | 0.82% | 46 |
|
|
2022
Q1 | $1.35M | Buy |
48,327
+20,342
| +73% | +$569K | 0.69% | 59 |
|
|
2021
Q4 | $839K | Buy |
+27,985
| New | +$839K | 0.4% | 76 |
|