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Sterling Investment Advisors (Missouri)’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Sterling Investment Advisors (Missouri)’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
Q1 		– Sell
-10,585
Closed -$273K – 28
2022
Q4 		$273K Buy
+10,585
New +$265K 0.19% 23
2020
Q3 		– Sell
-63,961
Closed -$2.04M – 23
2020
Q2 		$2.04M Sell
63,961
-726
-1% -$22.6K 1.64% 16
2020
Q1 		$1.91M Buy
64,687
+101
+0.2% +$3.42K 1.77% 19
2019
Q4 		$2.32M Sell
64,586
-6,651
-9% -$234K 1.78% 19
2019
Q3 		$2.45M Sell
71,237
-2,391
-3% -$83.9K 1.95% 19
2019
Q2 		$2.6M Sell
73,628
-606
-0.8% -$20.7K 2.07% 17
2019
Q1 		$2.54M Sell
74,234
-1,893
-2% -$65.2K 2.07% 19
2018
Q4 		$2.55M Sell
76,127
-378
-0.5% -$12.5K 2.27% 17
2018
Q3 		$2.51M Sell
76,505
-503
-0.7% -$16.9K 2.05% 17
2018
Q2 		$2.65M Sell
77,008
-2,772
-3% -$102K 2.24% 17
2018
Q1 		$3.13M Sell
79,780
-399
-0.5% -$15.7K 2.59% 17
2017
Q4 		$3.08M Sell
80,179
-1,494
-2% -$56.9K 2.55% 17
2017
Q3 		$3.15M Sell
81,673
-304
-0.4% -$11.7K 2.68% 15
2017
Q2 		$3.11M Sell
81,977
-475
-0.6% -$18K 2.84% 13
2017
Q1 		$3.1M Buy
82,452
+429
+0.5% +$15.8K 2.97% 12
2016
Q4 		$2.93M Sell
82,023
-3,114
-4% -$113K 3.02% 12
2016
Q3 		$3.24M Sell
85,137
-8,062
-9% -$305K 3.32% 10
2016
Q2 		$3.49M Sell
93,199
-2,787
-3% -$102K 3.57% 8
2016
Q1 		$3.53M Sell
95,986
-2,855
-3% -$98.4K 3.73% 8
2015
Q4 		$3.39M Sell
98,841
-295
-0.3% -$10.4K 3.65% 8
2015
Q3 		$3.44M Sell
99,136
-21,809
-18% -$800K 3.92% 8
2015
Q2 		$4.7M Sell
120,945
-111
-0.1% -$4.45K 4.99% 7
2015
Q1 		$4.81M Buy
121,056
+2,620
+2% +$107K 4.85% 8
2014
Q4 		$4.93M Buy
+118,436
New +$5.17M 5.08% 6

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 $31.4B AUM 31.97% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s ELD Position: Q1 2023 in Review

Sterling Investment Advisors (Missouri) sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2023, closing a stake of 10,585 shares — an estimated $273K sold.

Sterling Investment Advisors (Missouri) first reported a position in ELD in Q4 2014 and held it in 24 quarters. The position peaked at $4.93M in Q4 2014. 43 funds tracked by Wall St. Rank hold ELD as of Q1 2023.

  • Sterling Investment Advisors (Missouri) reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2023 after selling out during the quarter.
  • Sterling Investment Advisors (Missouri) sold 10,585 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2023, an estimated $273K.
  • Sterling Investment Advisors (Missouri) first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2014 and held it in 24 quarters.
  • Sterling Investment Advisors (Missouri)'s WisdomTree Emerging Markets Local Debt Fund position peaked at $4.93M in Q4 2014.
  • 43 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2023.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q1 2023, filed 17 Apr 2023.