NewEdge Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

NewEdge Advisors’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
2023 Q4	–	Sell	-117	Closed	-$3.07K	–	3781
2023 Q3	$3.07K	Hold	117	–	–	﹤0.01%	2949
2023 Q2	$3.23K	Hold	117	–	–	﹤0.01%	2956
2023 Q1	$3.17K	Hold	117	–	–	﹤0.01%	2914
2022 Q4	$3	Buy	+117	New	+$2.93K	﹤0.01%	3893
2017 Q3	–	Sell	-334	Closed	-$12.5K	–	576
2017 Q2	$12.5K	Buy	+334	New	+$12.7K	﹤0.01%	879

Other funds holding ELD

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

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

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

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

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

AlphaQ Advisors Winter Park, Florida $41.7M AUM 12.96% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

EWM

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

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

NewEdge Advisors's ELD Position: Q4 2023 in Review

NewEdge Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2023, closing a stake of 117 shares — an estimated $3.07K sold.

NewEdge Advisors first reported a position in ELD in Q2 2017 and held it in 5 quarters. The position peaked at $12.5K in Q2 2017. 50 funds tracked by Wall St. Rank hold ELD as of Q4 2023.

NewEdge Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2023 after selling out during the quarter.
NewEdge Advisors sold 117 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2023, an estimated $3.07K.
NewEdge Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2017 and held it in 5 quarters.
NewEdge Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $12.5K in Q2 2017.
50 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.