TCOV
ELD icon

Trust Company of Vermont’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Trust Company of Vermont’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
2020
Q4 		– Sell
-10
Closed – – 758
2020
Q3 		$0 Hold
10
– – ﹤0.01% 756
2020
Q2 		$0 Hold
10
– – ﹤0.01% 782
2020
Q1 		$0 Sell
10
-25
-71% -$845 ﹤0.01% 889
2019
Q4 		$1K Sell
35
-100
-74% -$3.52K ﹤0.01% 899
2019
Q3 		$5K Hold
135
– – ﹤0.01% 823
2019
Q2 		$5K Sell
135
-75
-36% -$2.57K ﹤0.01% 835
2019
Q1 		$7K Sell
210
-81
-28% -$2.79K ﹤0.01% 754
2018
Q4 		$10K Sell
291
-565
-66% -$18.6K ﹤0.01% 731
2018
Q3 		$28K Sell
856
-65
-7% -$2.18K ﹤0.01% 620
2018
Q2 		$32K Sell
921
-175
-16% -$6.42K ﹤0.01% 602
2018
Q1 		$43K Sell
1,096
-284
-21% -$11.2K ﹤0.01% 526
2017
Q4 		$53K Sell
1,380
-6,805
-83% -$259K ﹤0.01% 495
2017
Q3 		$316K Sell
8,185
-250
-3% -$9.66K 0.03% 263
2017
Q2 		$320K Sell
8,435
-150
-2% -$5.69K 0.03% 267
2017
Q1 		$323K Sell
8,585
-300
-3% -$11.1K 0.03% 259
2016
Q4 		$318K Sell
8,885
-4,150
-32% -$151K 0.04% 257
2016
Q3 		$497K Sell
13,035
-3,699
-22% -$140K 0.06% 189
2016
Q2 		$626K Sell
16,734
-2,355
-12% -$86.4K 0.08% 164
2016
Q1 		$703K Sell
19,089
-795
-4% -$27.4K 0.1% 155
2015
Q4 		$682K Sell
19,884
-6,348
-24% -$225K 0.1% 159
2015
Q3 		$908K Sell
26,232
-12,395
-32% -$455K 0.14% 143
2015
Q2 		$1.5M Sell
38,627
-2,111
-5% -$84.6K 0.22% 119
2015
Q1 		$1.62M Sell
40,738
-1,227
-3% -$50K 0.24% 115
2014
Q4 		$1.75M Buy
41,965
+1,861
+5% +$81.2K 0.25% 109
2014
Q3 		$1.79M Sell
40,104
-1,164
-3% -$54.5K 0.27% 107
2014
Q2 		$1.96M Sell
41,268
-2,216
-5% -$104K 0.3% 98
2014
Q1 		$2M Sell
43,484
-5,537
-11% -$249K 0.33% 89
2013
Q4 		$2.26M Buy
49,021
+1,033
+2% +$48.6K 0.38% 83
2013
Q3 		$2.26M Buy
47,988
+40
+0.1% +$1.89K 0.41% 82
2013
Q2 		$2.3M Buy
+47,948
New +$2.48M 0.45% 76

Other funds holding ELD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CIR
Clear Investment Research Alpharetta, Georgia $63.9M AUM 11.37% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

Trust Company of Vermont's ELD Position: Q4 2020 in Review

Trust Company of Vermont sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2020, closing a stake of 10 shares.

Trust Company of Vermont first reported a position in ELD in Q2 2013 and held it in 30 quarters. The position peaked at $2.3M in Q2 2013. 52 funds tracked by Wall St. Rank hold ELD as of Q4 2020.

  • Trust Company of Vermont reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2020 after selling out during the quarter.
  • Trust Company of Vermont sold 10 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2020.
  • Trust Company of Vermont first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 30 quarters.
  • Trust Company of Vermont's WisdomTree Emerging Markets Local Debt Fund position peaked at $2.3M in Q2 2013.
  • 52 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2020.

Based on Trust Company of Vermont's 13F filing for Q4 2020, filed 3 Feb 2021.