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Guardian Wealth Advisors (North Carolina)’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q4 		– Sell
-38
Closed -$1.06K – 522
2024
Q3 		$1.06K Buy
+38
New +$1.03K ﹤0.01% 434

Other funds holding ELD

Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s ELD Position: Q4 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2024, closing a stake of 38 shares — an estimated $1.06K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ELD in Q3 2024 and held it in 1 quarter. The position peaked at $1.06K in Q3 2024. 48 funds tracked by Wall St. Rank hold ELD as of Q4 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 38 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2024, an estimated $1.06K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q3 2024 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s WisdomTree Emerging Markets Local Debt Fund position peaked at $1.06K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Feb 2025.