OneDigital Investment Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
7,335
-565
| -7% | -$15.8K | ﹤0.01% | 1376 |
|
|
2025
Q1 | $211K | Sell |
7,900
-991
| -11% | -$26.5K | ﹤0.01% | 1303 |
|
|
2024
Q4 | $226K | Sell |
8,891
-2,620
| -23% | -$66.5K | ﹤0.01% | 1276 |
|
|
2024
Q3 | $322K | Sell |
11,511
-946
| -8% | -$26.4K | ﹤0.01% | 1125 |
|
|
2024
Q2 | $328K | Sell |
12,457
-687
| -5% | -$18.1K | ﹤0.01% | 1063 |
|
|
2024
Q1 | $360K | Sell |
13,144
-3,560
| -21% | -$97.5K | 0.01% | 849 |
|
|
2023
Q4 | $469K | Sell |
16,704
-4,821
| -22% | -$135K | 0.01% | 741 |
|
|
2023
Q3 | $565K | Sell |
21,525
-509
| -2% | -$13.4K | 0.01% | 596 |
|
|
2023
Q2 | $608K | Sell |
22,034
-674
| -3% | -$18.6K | 0.01% | 567 |
|
|
2023
Q1 | $615K | Sell |
22,708
-498
| -2% | -$13.5K | 0.01% | 543 |
|
|
2022
Q4 | $599K | Sell |
23,206
-5,482
| -19% | -$142K | 0.02% | 474 |
|
|
2022
Q3 | $696K | Sell |
28,688
-1,023
| -3% | -$24.8K | 0.03% | 376 |
|
|
2022
Q2 | $762K | Sell |
29,711
-1,578
| -5% | -$40.5K | 0.03% | 314 |
|
|
2022
Q1 | $875K | Buy |
31,289
+80
| +0.3% | +$2.24K | 0.03% | 308 |
|
|
2021
Q4 | $935K | Buy |
31,209
+363
| +1% | +$10.9K | 0.03% | 289 |
|
|
2021
Q3 | $964K | Buy |
30,846
+495
| +2% | +$15.5K | 0.04% | 275 |
|
|
2021
Q2 | $990K | Sell |
30,351
-1,255
| -4% | -$40.9K | 0.04% | 253 |
|
|
2021
Q1 | $1.01M | Sell |
31,606
-840
| -3% | -$26.9K | 0.05% | 235 |
|
|
2020
Q4 | $1.13M | Sell |
32,446
-550
| -2% | -$19.1K | 0.06% | 215 |
|
|
2020
Q3 | $1.05M | Sell |
32,996
-1,294
| -4% | -$41.1K | 0.07% | 194 |
|
|
2020
Q2 | $1.1M | Buy |
34,290
+762
| +2% | +$24.3K | 0.08% | 194 |
|
|
2020
Q1 | $990K | Buy |
33,528
+1,311
| +4% | +$38.7K | 0.09% | 191 |
|
|
2019
Q4 | $1.16M | Sell |
32,217
-68
| -0.2% | -$2.44K | 0.09% | 172 |
|
|
2019
Q3 | $1.11M | Sell |
32,285
-31,535
| -49% | -$1.09M | 0.1% | 166 |
|
|
2019
Q2 | $2.26M | Buy |
63,820
+31,966
| +100% | +$1.13M | 0.17% | 83 |
|
|
2019
Q1 | $1.09M | Buy |
31,854
+80
| +0.3% | +$2.74K | 0.16% | 109 |
|
|
2018
Q4 | $1.06M | Buy |
+31,774
| New | +$1.06M | 0.18% | 100 |
|
|
2018
Q3 | – | Sell |
-29,462
| Closed | -$1.01M | – | 1077 |
|
|
2018
Q2 | $1.01M | Buy |
29,462
+6,153
| +26% | +$212K | 0.21% | 69 |
|
|
2018
Q1 | $916K | Sell |
23,309
-79
| -0.3% | -$3.11K | 0.2% | 84 |
|
|
2017
Q4 | $899K | Buy |
23,388
+3,980
| +21% | +$153K | 0.1% | 80 |
|
|
2017
Q3 | $749K | Buy |
19,408
+6,520
| +51% | +$252K | 0.28% | 52 |
|
|
2017
Q2 | $489K | Buy |
+12,888
| New | +$489K | 0.15% | 108 |
|