IFP Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5K | Sell |
911
-360
| -28% | -$10.1K | ﹤0.01% | 2408 |
|
|
2025
Q1 | $34K | Buy |
1,271
+94
| +8% | +$2.52K | ﹤0.01% | 2065 |
|
|
2024
Q4 | $29.9K | Buy |
1,177
+17
| +1% | +$431 | ﹤0.01% | 2072 |
|
|
2024
Q3 | $32.4K | Buy |
1,160
+15
| +1% | +$419 | ﹤0.01% | 1923 |
|
|
2024
Q2 | $30.2K | Buy |
1,145
+16
| +1% | +$422 | ﹤0.01% | 1892 |
|
|
2024
Q1 | $30.9K | Buy |
1,129
+14
| +1% | +$383 | ﹤0.01% | 1773 |
|
|
2023
Q4 | $31.3K | Buy |
+1,115
| New | +$31.3K | ﹤0.01% | 1737 |
|
|
2023
Q1 | – | Sell |
-779
| Closed | -$29K | – | 3675 |
|
|
2022
Q4 | $29K | Sell |
779
-63
| -7% | -$2.35K | ﹤0.01% | 2616 |
|
|
2022
Q3 | $30K | Buy |
842
+45
| +6% | +$1.6K | ﹤0.01% | 2766 |
|
|
2022
Q2 | $28K | Hold |
797
| – | – | ﹤0.01% | 2571 |
|
|
2022
Q1 | $28K | Buy |
+797
| New | +$28K | ﹤0.01% | 2571 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3671 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3409 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3323 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3225 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3092 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2972 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2966 |
|
|
2019
Q4 | – | Sell |
-180
| Closed | -$6K | – | 3039 |
|
|
2019
Q3 | $6K | Buy |
+180
| New | +$6K | ﹤0.01% | 2269 |
|
|
2019
Q1 | $8K | Sell |
229
-1,369
| -86% | -$47.8K | ﹤0.01% | 1704 |
|
|
2018
Q4 | $53K | Sell |
1,598
-125
| -7% | -$4.15K | ﹤0.01% | 1566 |
|
|
2018
Q3 | $57K | Sell |
1,723
-5,544
| -76% | -$183K | ﹤0.01% | 1816 |
|
|
2018
Q2 | $250K | Sell |
7,267
-13,816
| -66% | -$475K | 0.01% | 948 |
|
|
2018
Q1 | $811K | Hold |
21,083
| – | – | 0.04% | 458 |
|
|
2017
Q4 | $811K | Buy |
21,083
+1,766
| +9% | +$67.9K | 0.04% | 458 |
|
|
2017
Q3 | $745K | Buy |
19,317
+12,894
| +201% | +$497K | 0.03% | 535 |
|
|
2017
Q2 | $244K | Sell |
6,423
-465
| -7% | -$17.7K | 0.01% | 1007 |
|
|
2017
Q1 | $259K | Sell |
6,888
-3,585
| -34% | -$135K | 0.01% | 980 |
|
|
2016
Q4 | $375K | Sell |
10,473
-789
| -7% | -$28.3K | 0.02% | 754 |
|
|
2016
Q3 | $429K | Buy |
11,262
+50
| +0.4% | +$1.91K | 0.02% | 620 |
|
|
2016
Q2 | $419K | Buy |
11,212
+10,983
| +4,796% | +$410K | 0.02% | 610 |
|
|
2016
Q1 | $8K | Sell |
229
-31,532
| -99% | -$1.1M | ﹤0.01% | 1704 |
|
|
2015
Q4 | $1.09M | Buy |
+31,761
| New | +$1.09M | 0.07% | 288 |
|