RMR Wealth Builders’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

RMR Wealth Builders’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
2021 Q2	–	Sell	-582	Closed	-$19K	–	324
2021 Q1	$19K	Buy	+582	New	+$19.5K	﹤0.01%	521

Other funds holding ELD

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 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

FTUS

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

FWM

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

JFS

JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return

OIA

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

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

RMR Wealth Builders's ELD Position: Q2 2021 in Review

RMR Wealth Builders sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2021, closing a stake of 582 shares — an estimated $19K sold.

RMR Wealth Builders first reported a position in ELD in Q1 2021 and held it in 1 quarter. The position peaked at $19K in Q1 2021. 49 funds tracked by Wall St. Rank hold ELD as of Q2 2021.

RMR Wealth Builders reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 582 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2021, an estimated $19K.
RMR Wealth Builders first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's WisdomTree Emerging Markets Local Debt Fund position peaked at $19K in Q1 2021.
49 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.