Woodmont Investment Counsel’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Woodmont Investment Counsel’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
2024 Q2	–	Sell	-100	Closed	-$2.74K	–	260
2024 Q1	$2.74K	Buy	+100	New	+$2.76K	﹤0.01%	359
2016 Q4	–	Sell	-1,455	Closed	-$55K	–	316
2016 Q3	$55K	Buy	+1,455	New	+$55.1K	0.02%	252
2016 Q2	–	Sell	-2,155	Closed	-$79K	–	263
2016 Q1	$79K	Hold	2,155	–	–	0.02%	226
2015 Q4	$74K	Sell	2,155 -800	-27%	-$28.3K	0.02%	232
2015 Q3	$102K	Sell	2,955 -50	-2%	-$1.83K	0.03%	213
2015 Q2	$117K	Buy	+3,005	New	+$120K	0.03%	204

Other funds holding ELD

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Woodmont Investment Counsel's ELD Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2024, closing a stake of 100 shares — an estimated $2.74K sold.

Woodmont Investment Counsel first reported a position in ELD in Q2 2015 and held it in 6 quarters. The position peaked at $117K in Q2 2015. 45 funds tracked by Wall St. Rank hold ELD as of Q2 2024.

Woodmont Investment Counsel reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 100 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2024, an estimated $2.74K.
Woodmont Investment Counsel first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2015 and held it in 6 quarters.
Woodmont Investment Counsel's WisdomTree Emerging Markets Local Debt Fund position peaked at $117K in Q2 2015.
45 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.