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

International Assets 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 Q2	–	Sell	-7,636	Closed	-$225K	–	485
2022 Q1	$225K	Buy	+7,636	New	+$222K	0.04%	394

Other funds holding ELD

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

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

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

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

EWM

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

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

FTUS

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

FWM

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

International Assets Investment Management's ELD Position: Q2 2022 in Review

International Assets Investment Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2022, closing a stake of 7,636 shares — an estimated $225K sold.

International Assets Investment Management first reported a position in ELD in Q1 2022 and held it in 1 quarter. The position peaked at $225K in Q1 2022. 46 funds tracked by Wall St. Rank hold ELD as of Q2 2022.

International Assets Investment Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2022 after selling out during the quarter.
International Assets Investment Management sold 7,636 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2022, an estimated $225K.
International Assets Investment Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2022 and held it in 1 quarter.
International Assets Investment Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $225K in Q1 2022.
46 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2022.

Based on International Assets Investment Management's 13F filing for Q2 2022, filed 17 Aug 2022.