William Blair Investment Management
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William Blair Investment Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

William Blair Investment 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
2021
Q1 		– Sell
-1,540
Closed -$54K – 371
2020
Q4 		$54K Buy
1,540
+70
+5% +$2.33K ﹤0.01% 354
2020
Q3 		$47K Sell
1,470
-1,030
-41% -$33.5K ﹤0.01% 342
2020
Q2 		$80K Hold
2,500
– – ﹤0.01% 340
2020
Q1 		$74K Sell
2,500
-300
-11% -$10.1K ﹤0.01% 338
2019
Q4 		$101K Buy
2,800
+150
+6% +$5.28K ﹤0.01% 354
2019
Q3 		$91K Buy
2,650
+600
+29% +$21.1K ﹤0.01% 356
2019
Q2 		$72K Buy
2,050
+250
+14% +$8.56K ﹤0.01% 370
2019
Q1 		$62K Sell
1,800
-100
-5% -$3.44K ﹤0.01% 406
2018
Q4 		$64K Hold
1,900
– – ﹤0.01% 402
2018
Q3 		$62K Hold
1,900
– – ﹤0.01% 418
2018
Q2 		$65K Sell
1,900
-300
-14% -$11K ﹤0.01% 475
2018
Q1 		$86K Hold
2,200
– – ﹤0.01% 431
2017
Q4 		$85K Sell
2,200
-459,000
-100% -$17.5M ﹤0.01% 427
2017
Q3 		$17.8M Sell
461,200
-38,400
-8% -$1.48M 0.06% 273
2017
Q2 		$18.9M Buy
499,600
+1,000
+0.2% +$38K 0.07% 255
2017
Q1 		$18.7M Sell
498,600
-29,500
-6% -$1.09M 0.07% 253
2016
Q4 		$18.9M Sell
528,100
-17,600
-3% -$641K 0.08% 243
2016
Q3 		$20.8M Sell
545,700
-66,200
-11% -$2.51M 0.08% 215
2016
Q2 		$22.9M Sell
611,900
-61,700
-9% -$2.26M 0.09% 196
2016
Q1 		$24.8M Buy
673,600
+28,800
+4% +$993K 0.1% 181
2015
Q4 		$22.1M Buy
644,800
+33,900
+6% +$1.2M 0.09% 181
2015
Q3 		$21.2M Buy
+610,900
New +$22.4M 0.04% 491

Other funds holding ELD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIR
Clear Investment Research Alpharetta, Georgia $63.9M AUM 11.37% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

William Blair Investment Management's ELD Position: Q1 2021 in Review

William Blair Investment Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2021, closing a stake of 1,540 shares — an estimated $54K sold.

William Blair Investment Management first reported a position in ELD in Q3 2015 and held it in 22 quarters. The position peaked at $24.8M in Q1 2016. 55 funds tracked by Wall St. Rank hold ELD as of Q1 2021.

  • William Blair Investment Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2021 after selling out during the quarter.
  • William Blair Investment Management sold 1,540 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2021, an estimated $54K.
  • William Blair Investment Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q3 2015 and held it in 22 quarters.
  • William Blair Investment Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $24.8M in Q1 2016.
  • 55 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2021.

Based on William Blair Investment Management's 13F filing for Q1 2021, filed 13 May 2021.