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

Advisor Group’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
2019 Q4	$38K	Sell	1,060 -5,033	-83%	-$177K	﹤0.01%	3596
2019 Q3	$209K	Sell	6,093 -33,587	-85%	-$1.18M	﹤0.01%	2295
2019 Q2	$1.4M	Sell	39,680 -544	-1%	-$18.6K	0.01%	928
2019 Q1	$1.38M	Buy	40,224 +39,846	+10,541%	+$1.37M	0.01%	899
2018 Q4	$13K	Buy	378 +110	+41%	+$3.63K	﹤0.01%	4056
2018 Q3	$9K	Sell	268 -6,675	-96%	-$224K	﹤0.01%	4332
2018 Q2	$239K	Buy	6,943 +6,721	+3,027%	+$247K	﹤0.01%	1839
2018 Q1	$9K	Hold	222	–	–	﹤0.01%	4133
2017 Q4	$9K	Hold	222	–	–	﹤0.01%	4136
2017 Q3	$9K	Buy	222 +122	+122%	+$4.71K	﹤0.01%	4035
2017 Q2	$4K	Hold	100	–	–	﹤0.01%	4310
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	4191
2016 Q4	$4K	Sell	100 -46	-32%	-$1.68K	﹤0.01%	4008
2016 Q3	$6K	Hold	146	–	–	﹤0.01%	3805
2016 Q2	$4K	Buy	+146	New	+$5.36K	﹤0.01%	3858

Other funds holding ELD

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

OBWP

O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return

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

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

CIR

Clear Investment Research Alpharetta, Georgia $63.9M AUM 11.37% 1-Year Est. Return

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

FWM

Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return

Advisor Group's ELD Position: Q4 2019 in Review

Advisor Group reduced its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 83% in Q4 2019, selling an estimated $177K and leaving 1,060 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #3596.

Advisor Group first reported a position in ELD in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.4M in Q2 2019. 65 funds tracked by Wall St. Rank hold ELD as of Q4 2019.

Advisor Group held 1,060 shares of WisdomTree Emerging Markets Local Debt Fund worth $38K as of Q4 2019.
Advisor Group sold 5,033 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2019, an estimated $177K.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3596 holding.
Advisor Group first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's WisdomTree Emerging Markets Local Debt Fund position peaked at $1.4M in Q2 2019.
65 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.