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TRUADVICE’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

TRUADVICE’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 		$329K Buy
+12,402
New +$341K 0.13% 162
2021
Q1 		– Sell
-13,100
Closed -$443K – 288
2020
Q4 		$443K Buy
13,100
+1,255
+11% +$41.8K 0.14% 151
2020
Q3 		$380K Buy
+11,845
New +$386K 0.16% 131

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

TRUADVICE's ELD Position: Q3 2023 in Review

TRUADVICE opened a new position in WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2023: 12,402 shares worth $329K. The stake represents 0.13% of the portfolio and ranks #162 among its holdings. This is a return to the name: TRUADVICE previously reported a position in ELD as recently as Q4 2020.

TRUADVICE first reported a position in ELD in Q3 2020 and has held it in 3 quarters since. The position peaked at $443K in Q4 2020. 46 funds tracked by Wall St. Rank hold ELD as of Q3 2023.

  • TRUADVICE held 12,402 shares of WisdomTree Emerging Markets Local Debt Fund worth $329K as of Q3 2023.
  • WisdomTree Emerging Markets Local Debt Fund was a new TRUADVICE position in Q3 2023.
  • WisdomTree Emerging Markets Local Debt Fund made up 0.13% of TRUADVICE's portfolio in Q3 2023, its #162 holding.
  • TRUADVICE first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q3 2020 and has held it in 3 quarters since.
  • TRUADVICE's WisdomTree Emerging Markets Local Debt Fund position peaked at $443K in Q4 2020.
  • 46 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.