JFS Wealth Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.8K | Hold |
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|
2025
Q1 | $28.5K | Hold |
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|
2024
Q4 | $27K | Hold |
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|
2024
Q3 | $29.8K | Hold |
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|
2024
Q2 | $28.1K | Hold |
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|
2024
Q1 | $29.2K | Hold |
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|
2023
Q4 | $29.9K | Hold |
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|
2023
Q3 | $28K | Hold |
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|
2023
Q2 | $29.4K | Hold |
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|
2023
Q1 | $28.8K | Hold |
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|
2022
Q4 | $27.5K | Hold |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $30K | Hold |
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|
2021
Q4 | $32K | Hold |
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|
2021
Q3 | $33K | Hold |
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|
2021
Q2 | $35K | Hold |
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|
2021
Q1 | $34K | Sell |
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|
2020
Q4 | $48K | Hold |
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|
2020
Q3 | $44K | Hold |
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|
2020
Q2 | $44K | Hold |
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|
2020
Q1 | $41K | Hold |
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|
2019
Q4 | $49K | Hold |
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|
2019
Q3 | $47K | Sell |
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|
2019
Q2 | $59K | Hold |
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|
2019
Q1 | $57K | Hold |
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|
2018
Q4 | $56K | Hold |
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|
2018
Q3 | $55K | Sell |
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|
2018
Q2 | $59K | Sell |
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|
2018
Q1 | $68K | Hold |
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|
2017
Q4 | $66K | Hold |
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|
2017
Q3 | $67K | Sell |
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|
2017
Q2 | $66K | Sell |
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|
2017
Q1 | $244K | Hold |
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|
2016
Q4 | $244K | Sell |
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|
2016
Q3 | $319K | Sell |
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|
2016
Q2 | $376K | Sell |
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|
2016
Q1 | $636K | Sell |
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|
2015
Q4 | $928K | Sell |
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|
2015
Q3 | $1.02M | Buy |
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|
2015
Q2 | $1.12M | Sell |
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|
2015
Q1 | $1.17M | Sell |
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|
2014
Q4 | $1.23M | Sell |
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|
2014
Q3 | $1.35M | Sell |
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|
2014
Q2 | $1.53M | Sell |
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|
2014
Q1 | $2.26M | Sell |
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|
2013
Q4 | $2.9M | Sell |
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|
2013
Q3 | $3.15M | Buy |
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|
2013
Q2 | $2.95M | Buy |
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