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Raymond James Financial Services Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$792K Buy
28,352
+17,177
+154% +$466K ﹤0.01% 2316
2024
Q2 		$295K Buy
+11,175
New +$300K ﹤0.01% 2883
2019
Q4 		– Sell
-22,690
Closed -$781K – 2878
2019
Q3 		$781K Buy
22,690
+6,525
+40% +$229K ﹤0.01% 1620
2019
Q2 		$571K Buy
16,165
+6,703
+71% +$229K ﹤0.01% 1841
2019
Q1 		$323K Buy
9,462
+997
+12% +$34.3K ﹤0.01% 2184
2018
Q4 		$284K Buy
+8,465
New +$279K ﹤0.01% 2030
2018
Q3 		– Sell
-9,884
Closed -$340K – 2840
2018
Q2 		$340K Buy
+9,884
New +$363K ﹤0.01% 2147
2015
Q2 		– Sell
-19,899
Closed -$791K – 646
2015
Q1 		$791K Sell
19,899
-274
-1% -$11.2K 0.04% 389
2014
Q4 		$839K Sell
20,173
-3,575
-15% -$156K 0.04% 382
2014
Q3 		$1.06M Sell
23,748
-2,026
-8% -$94.8K 0.06% 338
2014
Q2 		$1.23M Sell
25,774
-1,144
-4% -$53.4K 0.07% 283
2014
Q1 		$1.24M Sell
26,918
-1,000
-4% -$45K 0.07% 290
2013
Q4 		$1.28M Sell
27,918
-15,736
-36% -$741K 0.08% 278
2013
Q3 		$2.06M Buy
43,654
+31,958
+273% +$1.51M 0.14% 193
2013
Q2 		$562K Buy
+11,696
New +$604K 0.02% 823

Other funds holding ELD

Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial Services Advisors's ELD Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 154% in Q3 2024, buying an estimated $466K and bringing the position to 28,352 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

Raymond James Financial Services Advisors first reported a position in ELD in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.06M in Q3 2013. 51 funds tracked by Wall St. Rank hold ELD as of Q3 2024.

  • Raymond James Financial Services Advisors held 28,352 shares of WisdomTree Emerging Markets Local Debt Fund worth $792K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 17,177 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2024, an estimated $466K.
  • WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2316 holding.
  • Raymond James Financial Services Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and has held it in 15 quarters since.
  • Raymond James Financial Services Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $2.06M in Q3 2013.
  • 51 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.