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

Riversedge 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 Q3	–	Sell	-16,706	Closed	-$428K	–	74
2022 Q2	$428K	Buy	+16,706	New	+$442K	0.16%	50
2021 Q4	–	Sell	-10,455	Closed	-$327K	–	67
2021 Q3	$327K	Buy	+10,455	New	+$335K	0.11%	48
2021 Q1	–	Sell	-6,072	Closed	-$211K	–	48
2020 Q4	$211K	Sell	6,072 -851	-12%	-$28.4K	0.1%	46
2020 Q3	$220K	Hold	6,923	–	–	0.12%	43
2020 Q2	$221K	Buy	+6,923	New	+$216K	0.13%	41

Other funds holding ELD

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 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

Riversedge Advisors's ELD Position: Q3 2022 in Review

Riversedge Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2022, closing a stake of 16,706 shares — an estimated $428K sold.

Riversedge Advisors first reported a position in ELD in Q2 2020 and held it in 5 quarters. The position peaked at $428K in Q2 2022. 41 funds tracked by Wall St. Rank hold ELD as of Q3 2022.

Riversedge Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2022 after selling out during the quarter.
Riversedge Advisors sold 16,706 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2022, an estimated $428K.
Riversedge Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2020 and held it in 5 quarters.
Riversedge Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $428K in Q2 2022.
41 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2022.

Based on Riversedge Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.