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

Professional Financial 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
2022 Q4	–	Sell	-328	Closed	-$8K	–	184
2022 Q3	$8K	Buy	328 +4	+1%	+$102	﹤0.01%	309
2022 Q2	$8K	Buy	324 +4	+1%	+$106	﹤0.01%	315
2022 Q1	$9K	Buy	320 +4	+1%	+$116	﹤0.01%	321
2021 Q4	$9K	Buy	+316	New	+$9.65K	﹤0.01%	326

Other funds holding ELD

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

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

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

EWM

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

FTUS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Professional Financial Advisors's ELD Position: Q4 2022 in Review

Professional Financial Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2022, closing a stake of 328 shares — an estimated $8K sold.

Professional Financial Advisors first reported a position in ELD in Q4 2021 and held it in 4 quarters. The position peaked at $9K in Q1 2022. 46 funds tracked by Wall St. Rank hold ELD as of Q4 2022.

Professional Financial Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 328 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2022, an estimated $8K.
Professional Financial Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2021 and held it in 4 quarters.
Professional Financial Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $9K in Q1 2022.
46 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.