Heritage Wealth Management (Arizona)’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Heritage Wealth Management (Arizona)’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	$775	Buy	30 +15	+100%	+$375	﹤0.01%	1038
2022 Q3	$0	Hold	15	–	–	﹤0.01%	1035
2022 Q2	$385	Hold	15	–	–	﹤0.01%	953
2022 Q1	$0	Buy	+15	New	+$435	﹤0.01%	980
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	848
2021 Q2	$1K	Buy	+15	New	+$492	﹤0.01%	861

Other funds holding ELD

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $3.16B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ELD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 100% in Q4 2022, buying an estimated $375 and bringing the position to 30 shares worth $775. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Heritage Wealth Management (Arizona) first reported a position in ELD in Q2 2021 and has held it in 6 quarters since. The position peaked at $1K in Q3 2021. 46 funds tracked by Wall St. Rank hold ELD as of Q4 2022.

Heritage Wealth Management (Arizona) held 30 shares of WisdomTree Emerging Markets Local Debt Fund worth $775 as of Q4 2022.
Heritage Wealth Management (Arizona) bought 15 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2022, an estimated $375.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1038 holding.
Heritage Wealth Management (Arizona) first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s WisdomTree Emerging Markets Local Debt Fund position peaked at $1K in Q3 2021.
46 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.