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	–	1139
2021 Q1	$94K	Buy	+2,877	New	+$96.6K	﹤0.01%	1394
2020 Q1	–	Sell	-283	Closed	-$10K	–	2486
2019 Q4	$10K	Sell	283 -3,739	-93%	-$131K	﹤0.01%	1682
2019 Q3	$138K	Buy	+4,022	New	+$141K	0.01%	742

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

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

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

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

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

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return