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

Foresight 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
2022 Q4	–	Sell	-46,396	Closed	-$1.13M	–	35
2022 Q3	$1.13M	Buy	46,396 +808	+2%	+$20.7K	0.26%	31
2022 Q2	$1.17M	Sell	45,588 -31,951	-41%	-$846K	0.24%	34
2022 Q1	$2.17M	Sell	77,539 -8,814	-10%	-$256K	0.4%	24
2021 Q4	$2.59M	Sell	86,353 -498	-0.6%	-$15.2K	0.03%	27
2021 Q3	$2.71M	Buy	86,851 +18,591	+27%	+$597K	0.55%	21
2021 Q2	$2.23M	Buy	68,260 +205	+0.3%	+$6.72K	0.49%	23
2021 Q1	$2.18M	Sell	68,055 -1,086	-2%	-$36.5K	0.55%	24
2020 Q4	$2.4M	Buy	69,141 +2,996	+5%	+$99.8K	0.64%	21
2020 Q3	$2.1M	Buy	66,145 +3,320	+5%	+$108K	0.7%	19
2020 Q2	$2.01M	Buy	62,825 +2,536	+4%	+$79.1K	0.91%	20
2020 Q1	$1.78M	Buy	60,289 +4,931	+9%	+$167K	1.23%	21
2019 Q4	$1.99M	Buy	55,358 +1,008	+2%	+$35.4K	1.23%	20
2019 Q3	$1.87M	Buy	54,350 +678	+1%	+$23.8K	1.35%	21
2019 Q2	$1.9M	Buy	53,672 +1,052	+2%	+$36K	1.43%	21
2019 Q1	$1.8M	Buy	52,620 +8,278	+19%	+$285K	1.56%	20
2018 Q4	$1.49M	Buy	+44,342	New	+$1.46M	1.58%	17

Other funds holding ELD

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWM

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foresight Wealth Management's ELD Position: Q4 2022 in Review

Foresight Wealth Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2022, closing a stake of 46,396 shares — an estimated $1.13M sold.

Foresight Wealth Management first reported a position in ELD in Q4 2018 and held it in 16 quarters. The position peaked at $2.71M in Q3 2021. 46 funds tracked by Wall St. Rank hold ELD as of Q4 2022.

Foresight Wealth Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 46,396 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2022, an estimated $1.13M.
Foresight Wealth Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2018 and held it in 16 quarters.
Foresight Wealth Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $2.71M in Q3 2021.
46 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.