Hillsdale Investment Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Hillsdale Investment 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 Q3	–	Sell	-3,400	Closed	-$87K	–	558
2022 Q2	$87K	Hold	3,400	–	–	0.01%	431
2022 Q1	$95K	Sell	3,400 -2,640	-44%	-$76.6K	0.01%	439
2021 Q4	$181K	Buy	+6,040	New	+$184K	0.01%	408
2015 Q3	–	Sell	-37,400	Closed	-$1.45M	–	504
2015 Q2	$1.45M	Hold	37,400	–	–	0.44%	42
2015 Q1	$1.49M	Hold	37,400	–	–	0.38%	48
2014 Q4	$1.56M	Buy	+37,400	New	+$1.63M	0.4%	46

Other funds holding ELD

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

CWM

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

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

EWM

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

FWM

Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return

Hillsdale Investment Management's ELD Position: Q3 2022 in Review

Hillsdale Investment Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2022, closing a stake of 3,400 shares — an estimated $87K sold.

Hillsdale Investment Management first reported a position in ELD in Q4 2014 and held it in 6 quarters. The position peaked at $1.56M in Q4 2014. 41 funds tracked by Wall St. Rank hold ELD as of Q3 2022.

Hillsdale Investment Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2022 after selling out during the quarter.
Hillsdale Investment Management sold 3,400 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2022, an estimated $87K.
Hillsdale Investment Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2014 and held it in 6 quarters.
Hillsdale Investment Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $1.56M in Q4 2014.
41 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2022.

Based on Hillsdale Investment Management's 13F filing for Q3 2022, filed 10 Nov 2022.