Next Financial Group’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Next Financial Group’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	$132K	Buy	4,393 +57	+1%	+$1.74K	0.01%	1049
2021 Q3	$136K	Buy	4,336 +532	+14%	+$17.1K	0.01%	991
2021 Q2	$124K	Sell	3,804 -49	-1%	-$1.61K	0.01%	1017
2021 Q1	$123K	Buy	3,853 +41	+1%	+$1.38K	0.01%	937
2020 Q4	$133K	Buy	3,812 +20	+0.5%	+$666	0.01%	868
2020 Q3	$120K	Buy	+3,792	New	+$123K	0.01%	785
2020 Q2	–	Sell	-3,346	Closed	-$99K	–	936
2020 Q1	$99K	Sell	3,346 -76	-2%	-$2.57K	0.01%	760
2019 Q4	$123K	Buy	3,422 +7	+0.2%	+$246	0.01%	868
2019 Q3	$118K	Buy	3,415 +43	+1%	+$1.51K	0.01%	854
2019 Q2	$119K	Buy	+3,372	New	+$115K	0.01%	847
2019 Q1	–	Sell	-2,408	Closed	-$81K	–	1736
2018 Q4	$81K	Buy	+2,408	New	+$79.4K	0.02%	652
2017 Q3	–	Sell	-200	Closed	-$8K	–	1797
2017 Q2	$8K	Buy	+200	New	+$7.59K	﹤0.01%	1391
2017 Q1	–	Sell	-283	Closed	-$10K	–	1978
2016 Q4	$10K	Buy	283 +4	+1%	+$146	﹤0.01%	1645
2016 Q3	$11K	Buy	+279	New	+$10.6K	﹤0.01%	1606
2014 Q4	–	Sell	-370	Closed	-$16.2K	–	1997
2014 Q3	$17K	Buy	370 +359	+3,264%	+$16.8K	﹤0.01%	1498
2014 Q2	$1K	Buy	+11	New	+$514	﹤0.01%	1133

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

JFS

JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 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

Next Financial Group's ELD Position: Q4 2021 in Review

Next Financial Group increased its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 1.3% in Q4 2021, buying an estimated $1.74K and bringing the position to 4,393 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #1049.

Next Financial Group first reported a position in ELD in Q2 2014 and has held it in 16 quarters since. The position peaked at $136K in Q3 2021. 52 funds tracked by Wall St. Rank hold ELD as of Q4 2021.

Next Financial Group held 4,393 shares of WisdomTree Emerging Markets Local Debt Fund worth $132K as of Q4 2021.
Next Financial Group bought 57 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2021, an estimated $1.74K.
WisdomTree Emerging Markets Local Debt Fund made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1049 holding.
Next Financial Group first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2014 and has held it in 16 quarters since.
Next Financial Group's WisdomTree Emerging Markets Local Debt Fund position peaked at $136K in Q3 2021.
52 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.