JWA
JFS Wealth Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $29.8K | Hold |
1,065
| – | – | ﹤0.01% | 570 |
|
2025
Q1 | $28.5K | Hold |
1,065
| – | – | ﹤0.01% | 588 |
|
2024
Q4 | $27K | Hold |
1,065
| – | – | ﹤0.01% | 578 |
|
2024
Q3 | $29.8K | Hold |
1,065
| – | – | ﹤0.01% | 557 |
|
2024
Q2 | $28.1K | Hold |
1,065
| – | – | ﹤0.01% | 525 |
|
2024
Q1 | $29.2K | Hold |
1,065
| – | – | ﹤0.01% | 539 |
|
2023
Q4 | $29.9K | Hold |
1,065
| – | – | ﹤0.01% | 498 |
|
2023
Q3 | $28K | Hold |
1,065
| – | – | ﹤0.01% | 472 |
|
2023
Q2 | $29.4K | Hold |
1,065
| – | – | ﹤0.01% | 455 |
|
2023
Q1 | $28.8K | Hold |
1,065
| – | – | ﹤0.01% | 457 |
|
2022
Q4 | $27.5K | Hold |
1,065
| – | – | ﹤0.01% | 465 |
|
2022
Q3 | $26K | Hold |
1,065
| – | – | ﹤0.01% | 510 |
|
2022
Q2 | $27K | Hold |
1,065
| – | – | ﹤0.01% | 525 |
|
2022
Q1 | $30K | Hold |
1,065
| – | – | ﹤0.01% | 519 |
|
2021
Q4 | $32K | Hold |
1,065
| – | – | ﹤0.01% | 493 |
|
2021
Q3 | $33K | Hold |
1,065
| – | – | ﹤0.01% | 469 |
|
2021
Q2 | $35K | Hold |
1,065
| – | – | 0.01% | 310 |
|
2021
Q1 | $34K | Sell |
1,065
-310
| -23% | -$9.9K | 0.01% | 286 |
|
2020
Q4 | $48K | Hold |
1,375
| – | – | 0.01% | 255 |
|
2020
Q3 | $44K | Hold |
1,375
| – | – | 0.01% | 251 |
|
2020
Q2 | $44K | Hold |
1,375
| – | – | 0.01% | 238 |
|
2020
Q1 | $41K | Hold |
1,375
| – | – | 0.01% | 231 |
|
2019
Q4 | $49K | Hold |
1,375
| – | – | 0.01% | 243 |
|
2019
Q3 | $47K | Sell |
1,375
-300
| -18% | -$10.3K | 0.01% | 240 |
|
2019
Q2 | $59K | Hold |
1,675
| – | – | 0.01% | 229 |
|
2019
Q1 | $57K | Hold |
1,675
| – | – | 0.01% | 220 |
|
2018
Q4 | $56K | Hold |
1,675
| – | – | 0.02% | 217 |
|
2018
Q3 | $55K | Sell |
1,675
-48
| -3% | -$1.58K | 0.01% | 239 |
|
2018
Q2 | $59K | Sell |
1,723
-1
| -0.1% | -$34 | 0.02% | 232 |
|
2018
Q1 | $68K | Hold |
1,724
| – | – | 0.02% | 224 |
|
2017
Q4 | $66K | Hold |
1,724
| – | – | 0.02% | 232 |
|
2017
Q3 | $67K | Sell |
1,724
-5
| -0.3% | -$194 | 0.02% | 217 |
|
2017
Q2 | $66K | Sell |
1,729
-5,079
| -75% | -$194K | 0.02% | 201 |
|
2017
Q1 | $244K | Hold |
6,808
| – | – | 0.07% | 111 |
|
2016
Q4 | $244K | Sell |
6,808
-1,566
| -19% | -$56.1K | 0.07% | 111 |
|
2016
Q3 | $319K | Sell |
8,374
-1,676
| -17% | -$63.8K | 0.09% | 102 |
|
2016
Q2 | $376K | Sell |
10,050
-7,211
| -42% | -$270K | 0.1% | 110 |
|
2016
Q1 | $636K | Sell |
17,261
-9,810
| -36% | -$361K | 0.19% | 78 |
|
2015
Q4 | $928K | Sell |
27,071
-2,286
| -8% | -$78.4K | 0.27% | 66 |
|
2015
Q3 | $1.02M | Buy |
29,357
+638
| +2% | +$22.1K | 0.45% | 53 |
|
2015
Q2 | $1.12M | Sell |
28,719
-814
| -3% | -$31.6K | 0.57% | 41 |
|
2015
Q1 | $1.17M | Sell |
29,533
-108
| -0.4% | -$4.29K | 0.55% | 41 |
|
2014
Q4 | $1.23M | Sell |
29,641
-538
| -2% | -$22.4K | 0.2% | 27 |
|
2014
Q3 | $1.35M | Sell |
30,179
-1,994
| -6% | -$88.9K | 0.24% | 26 |
|
2014
Q2 | $1.53M | Sell |
32,173
-17,161
| -35% | -$816K | 0.28% | 26 |
|
2014
Q1 | $2.26M | Sell |
49,334
-13,729
| -22% | -$630K | 1.25% | 21 |
|
2013
Q4 | $2.9M | Sell |
63,063
-3,746
| -6% | -$172K | 1.26% | 20 |
|
2013
Q3 | $3.15M | Buy |
66,809
+5,484
| +9% | +$258K | 1.47% | 17 |
|
2013
Q2 | $2.95M | Buy |
+61,325
| New | +$2.95M | 1.48% | 19 |
|