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V Wealth Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

V Wealth Advisors’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
-10,434
Closed -$288K – 180
2023
Q2 		$288K Sell
10,434
-873
-8% -$23.7K 0.05% 293
2023
Q1 		$306K Sell
11,307
-933
-8% -$24.8K 0.06% 286
2022
Q4 		$316K Buy
12,240
+159
+1% +$3.98K 0.07% 270
2022
Q3 		$293K Buy
12,081
+1,175
+11% +$30.1K 0.06% 289
2022
Q2 		$280K Buy
10,906
+1,005
+10% +$26.6K 0.05% 324
2022
Q1 		$277K Buy
+9,901
New +$287K 0.04% 360
2020
Q3 		– Sell
-13,082
Closed -$418K – 212
2020
Q2 		$418K Buy
13,082
+1,247
+11% +$38.9K 0.11% 213
2020
Q1 		$349K Sell
11,835
-18,741
-61% -$634K 0.11% 191
2019
Q4 		$1.05M Hold
30,576
– – 0.38% 71
2019
Q3 		$1.05M Sell
30,576
-845
-3% -$29.7K 0.38% 71
2019
Q2 		$1.11M Buy
31,421
+10,898
+53% +$373K 0.42% 70
2019
Q1 		$697K Sell
20,523
-1,790
-8% -$61.6K 0.28% 92
2018
Q4 		$760K Buy
22,313
+1,565
+8% +$51.6K 0.39% 69
2018
Q3 		$678K Buy
20,748
+13,663
+193% +$459K 0.31% 87
2018
Q2 		$252K Buy
+7,085
New +$260K 0.14% 168
2018
Q1 		– Sell
-6,909
Closed -$275K – 213
2017
Q4 		$275K Sell
6,909
-130
-2% -$4.95K 0.14% 157
2017
Q3 		$275K Sell
7,039
-1,170
-14% -$45.2K 0.14% 145
2017
Q2 		$312K Sell
8,209
-605
-7% -$23K 0.15% 130
2017
Q1 		$334K Buy
8,814
+50
+0.6% +$1.84K 0.21% 125
2016
Q4 		$317K Buy
8,764
+2,145
+32% +$78.2K 0.23% 123
2016
Q3 		$254K Buy
6,619
+135
+2% +$5.11K 0.21% 140
2016
Q2 		$244K Buy
6,484
+319
+5% +$11.7K 0.2% 137
2016
Q1 		$227K Buy
+6,165
New +$213K 0.18% 128

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 $729M AUM 24.39% 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

V Wealth Advisors's ELD Position: Q3 2023 in Review

V Wealth Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2023, closing a stake of 10,434 shares — an estimated $288K sold.

V Wealth Advisors first reported a position in ELD in Q1 2016 and held it in 23 quarters. The position peaked at $1.11M in Q2 2019. 46 funds tracked by Wall St. Rank hold ELD as of Q3 2023.

  • V Wealth Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 10,434 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2023, an estimated $288K.
  • V Wealth Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2016 and held it in 23 quarters.
  • V Wealth Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $1.11M in Q2 2019.
  • 46 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.