Fiduciary Alliance’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Fiduciary Alliance’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	-93	Closed	-$2.56K	–	390
2023 Q2	$2.56K	Buy	+93	New	+$2.53K	﹤0.01%	780
2023 Q1	–	Sell	-93	Closed	-$2.4K	–	354
2022 Q4	$2.4K	Buy	+93	New	+$2.33K	﹤0.01%	663

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

Fiduciary Alliance's ELD Position: Q3 2023 in Review

Fiduciary Alliance sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2023, closing a stake of 93 shares — an estimated $2.56K sold.

Fiduciary Alliance first reported a position in ELD in Q4 2022 and held it in 2 quarters. The position peaked at $2.56K in Q2 2023. 46 funds tracked by Wall St. Rank hold ELD as of Q3 2023.

Fiduciary Alliance reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 93 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2023, an estimated $2.56K.
Fiduciary Alliance first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's WisdomTree Emerging Markets Local Debt Fund position peaked at $2.56K in Q2 2023.
46 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.