Autus Asset Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Autus Asset 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
2020 Q1	–	Sell	-6,632	Closed	-$239K	–	141
2019 Q4	$239K	Sell	6,632 -45	-0.7%	-$1.58K	0.03%	147
2019 Q3	$230K	Hold	6,677	–	–	0.04%	146
2019 Q2	$236K	Sell	6,677 -185	-3%	-$6.33K	0.04%	143
2019 Q1	$235K	Sell	6,862 -750	-10%	-$25.8K	0.04%	144
2018 Q4	$255K	Sell	7,612 -85	-1%	-$2.8K	0.05%	130
2018 Q3	$253K	Buy	7,697 +35	+0.5%	+$1.18K	0.04%	139
2018 Q2	$263K	Sell	7,662 -1,235	-14%	-$45.3K	0.05%	135
2018 Q1	$349K	Sell	8,897 -1,860	-17%	-$73.1K	0.06%	126
2017 Q4	$414K	Sell	10,757 -4,140	-28%	-$158K	0.08%	118
2017 Q3	$575K	Sell	14,897 -950	-6%	-$36.7K	0.11%	111
2017 Q2	$601K	Sell	15,847 -1,605	-9%	-$60.9K	0.12%	107
2017 Q1	$656K	Sell	17,452 -290	-2%	-$10.7K	0.14%	106
2016 Q4	$634K	Sell	17,742 -2,290	-11%	-$83.4K	0.14%	109
2016 Q3	$762K	Buy	20,032 +195	+1%	+$7.38K	0.17%	99
2016 Q2	$743K	Buy	19,837 +2,930	+17%	+$107K	0.17%	104
2016 Q1	$623K	Buy	16,907 +1,320	+8%	+$45.5K	0.15%	108
2015 Q4	$534K	Buy	15,587 +5,075	+48%	+$179K	0.14%	110
2015 Q3	$365K	Sell	10,512 -1,230	-10%	-$45.1K	0.11%	99
2015 Q2	$457K	Buy	11,742 +180	+2%	+$7.21K	0.13%	99
2015 Q1	$460K	Sell	11,562 -2,288	-17%	-$93.3K	0.13%	97
2014 Q4	$576K	Sell	13,850 -30	-0.2%	-$1.31K	0.18%	77
2014 Q3	$619K	Sell	13,880 -600	-4%	-$28.1K	0.21%	74
2014 Q2	$688K	Sell	14,480 -500	-3%	-$23.4K	0.24%	71
2014 Q1	$687K	Sell	14,980 -14,514	-49%	-$653K	0.26%	70
2013 Q4	$1.36M	Sell	29,494 -4,450	-13%	-$209K	0.53%	50
2013 Q3	$1.6M	Sell	33,944 -3,431	-9%	-$162K	0.68%	45
2013 Q2	$1.79M	Buy	+37,375	New	+$1.93M	0.81%	43

Other funds holding ELD

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Autus Asset Management's ELD Position: Q1 2020 in Review

Autus Asset Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2020, closing a stake of 6,632 shares — an estimated $239K sold.

Autus Asset Management first reported a position in ELD in Q2 2013 and held it in 27 quarters. The position peaked at $1.79M in Q2 2013. 56 funds tracked by Wall St. Rank hold ELD as of Q1 2020.

Autus Asset Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2020 after selling out during the quarter.
Autus Asset Management sold 6,632 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2020, an estimated $239K.
Autus Asset Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 27 quarters.
Autus Asset Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $1.79M in Q2 2013.
56 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2020.

Based on Autus Asset Management's 13F filing for Q1 2020, filed 16 Apr 2020.