Sowell Financial Services’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Sowell Financial Services’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	-2,877	Closed	-$94K	–	1138
2021 Q1	$94K	Buy	+2,877	New	+$96.6K	﹤0.01%	1394
2020 Q1	–	Sell	-283	Closed	-$10K	–	2485
2019 Q4	$10K	Sell	283 -3,739	-93%	-$131K	﹤0.01%	1682
2019 Q3	$138K	Buy	+4,022	New	+$141K	0.01%	742

Other funds holding ELD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 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 $11.8B AUM 21.23% 1-Year Est. Return

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

Sowell Financial Services's ELD Position: Q2 2021 in Review

Sowell Financial Services sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2021, closing a stake of 2,877 shares — an estimated $94K sold.

Sowell Financial Services first reported a position in ELD in Q3 2019 and held it in 3 quarters. The position peaked at $138K in Q3 2019. 49 funds tracked by Wall St. Rank hold ELD as of Q2 2021.

Sowell Financial Services reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 2,877 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2021, an estimated $94K.
Sowell Financial Services first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q3 2019 and held it in 3 quarters.
Sowell Financial Services's WisdomTree Emerging Markets Local Debt Fund position peaked at $138K in Q3 2019.
49 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.