Private Wealth Strategies’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Private Wealth Strategies’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 Q1	–	Sell	-73,564	Closed	-$2.19M	–	82
2021 Q4	$2.19M	Sell	73,564 -2,424	-3%	-$74K	0.5%	23
2021 Q3	$2.36M	Buy	75,988 +2,583	+4%	+$82.9K	0.59%	23
2021 Q2	$2.39M	Buy	73,405 +2,899	+4%	+$95.1K	0.62%	23
2021 Q1	$2.24M	Buy	+70,506	New	+$2.37M	0.62%	23

Other funds holding ELD

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

FWM

Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return

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

EWM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Private Wealth Strategies's ELD Position: Q1 2022 in Review

Private Wealth Strategies sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2022, closing a stake of 73,564 shares — an estimated $2.19M sold.

Private Wealth Strategies first reported a position in ELD in Q1 2021 and held it in 4 quarters. The position peaked at $2.39M in Q2 2021. 49 funds tracked by Wall St. Rank hold ELD as of Q1 2022.

Private Wealth Strategies reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2022 after selling out during the quarter.
Private Wealth Strategies sold 73,564 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2022, an estimated $2.19M.
Private Wealth Strategies first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2021 and held it in 4 quarters.
Private Wealth Strategies's WisdomTree Emerging Markets Local Debt Fund position peaked at $2.39M in Q2 2021.
49 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2022.

Based on Private Wealth Strategies's 13F filing for Q1 2022, filed 29 Apr 2022.