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Spire Wealth Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Spire Wealth Management’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
2023
Q3 		– Sell
-1,500
Closed -$41.4K – 2388
2023
Q2 		$41.4K Buy
+1,500
New +$40.8K ﹤0.01% 1276

Other funds holding ELD

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
AA
AlphaQ Advisors Winter Park, Florida $41.7M AUM 12.96% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Spire Wealth Management's ELD Position: Q3 2023 in Review

Spire Wealth Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2023, closing a stake of 1,500 shares — an estimated $41.4K sold.

Spire Wealth Management first reported a position in ELD in Q2 2023 and held it in 1 quarter. The position peaked at $41.4K in Q2 2023. 46 funds tracked by Wall St. Rank hold ELD as of Q3 2023.

  • Spire Wealth Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 1,500 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2023, an estimated $41.4K.
  • Spire Wealth Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2023 and held it in 1 quarter.
  • Spire Wealth Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $41.4K in Q2 2023.
  • 46 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.