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Patriot Financial Group Insurance Agency’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-768
Closed -$20K – 845
2022
Q2 		$20K Sell
768
-141
-16% -$3.73K ﹤0.01% 1005
2022
Q1 		$25K Sell
909
-185
-17% -$5.37K ﹤0.01% 1002
2021
Q4 		$33K Sell
1,094
-106
-9% -$3.24K 0.01% 1017
2021
Q3 		$38K Sell
1,200
-70
-6% -$2.25K 0.01% 963
2021
Q2 		$41K Sell
1,270
-469
-27% -$15.4K 0.01% 901
2021
Q1 		$56K Sell
1,739
-680
-28% -$22.8K 0.01% 729
2020
Q4 		$84K Sell
2,419
-411
-15% -$13.7K 0.02% 551
2020
Q3 		$90K Buy
2,830
+300
+12% +$9.77K 0.03% 414
2020
Q2 		$81K Sell
2,530
-181
-7% -$5.64K 0.03% 399
2020
Q1 		$80K Buy
2,711
+45
+2% +$1.52K 0.04% 354
2019
Q4 		$96K Sell
2,666
-1,213
-31% -$42.7K 0.04% 347
2019
Q3 		$133K Sell
3,879
-643
-14% -$22.6K 0.06% 268
2019
Q2 		$161K Buy
4,522
+196
+5% +$6.71K 0.07% 222
2019
Q1 		$148K Buy
4,326
+951
+28% +$32.7K 0.08% 207
2018
Q4 		$113K Buy
3,375
+1,315
+64% +$43.4K 0.07% 195
2018
Q3 		$68K Buy
2,060
+363
+21% +$12.2K 0.04% 256
2018
Q2 		$58K Sell
1,697
-99
-6% -$3.63K 0.06% 172
2018
Q1 		$70K Buy
1,796
+2
+0.1% +$79 0.05% 267
2017
Q4 		$70K Buy
1,794
+1
+0.1% +$38 0.05% 250
2017
Q3 		$68K Buy
1,793
+1
+0.1% +$39 0.06% 216
2017
Q2 		$67K Buy
1,792
+2
+0.1% +$76 0.07% 199
2017
Q1 		$67K Sell
1,790
-311
-15% -$11.5K 0.07% 191
2016
Q4 		$77K Buy
+2,101
New +$76.5K 0.11% 172

Other funds holding ELD

Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ELD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2022, closing a stake of 768 shares — an estimated $20K sold.

Patriot Financial Group Insurance Agency first reported a position in ELD in Q4 2016 and held it in 23 quarters. The position peaked at $161K in Q2 2019. 41 funds tracked by Wall St. Rank hold ELD as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 768 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2022, an estimated $20K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree Emerging Markets Local Debt Fund position peaked at $161K in Q2 2019.
  • 41 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.