JD Financial Services’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

JD Financial Services’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
2021 Q4	$1.95M	Buy	65,162 +5,383	+9%	+$164K	1.61%	17
2021 Q3	$1.87M	Buy	59,779 +4,828	+9%	+$155K	1.71%	16
2021 Q2	$1.79M	Buy	54,951 +31,058	+130%	+$1.02M	1.66%	16
2021 Q1	$765K	Buy	+23,893	New	+$802K	0.97%	19

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

FWM

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 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

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

OIA

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

EWM

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

JD Financial Services's ELD Position: Q4 2021 in Review

JD Financial Services increased its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 9% in Q4 2021, buying an estimated $164K and bringing the position to 65,162 shares worth $1.95M. The position accounts for 1.61% of the portfolio, ranked #17.

JD Financial Services first reported a position in ELD in Q1 2021 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold ELD as of Q4 2021.

JD Financial Services held 65,162 shares of WisdomTree Emerging Markets Local Debt Fund worth $1.95M as of Q4 2021.
JD Financial Services bought 5,383 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2021, an estimated $164K.
WisdomTree Emerging Markets Local Debt Fund made up 1.61% of JD Financial Services's portfolio in Q4 2021, its #17 holding.
JD Financial Services first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2021 and has held it in 4 quarters since.
52 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.