AWM
ALD

Avior Wealth Management’s WisdomTree Asia Local Debt Fund ALD Stock Holding History

Avior Wealth Management’s Portfolio ALD Stock Details ALD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,174
Closed -$51K – 779
2018
Q4 		$51K Buy
1,174
+4
+0.3% +$172 0.01% 470
2018
Q3 		$50K Buy
1,170
+1
+0.1% +$43 0.01% 484
2018
Q2 		$51K Buy
1,169
+3
+0.3% +$135 0.01% 485
2018
Q1 		$54K Buy
1,166
+2
+0.2% +$92 0.01% 484
2017
Q4 		$53K Buy
1,164
+3
+0.3% +$136 0.01% 483
2017
Q3 		$53K Buy
1,161
+2
+0.2% +$91 0.02% 213
2017
Q2 		$52K Buy
1,159
+2
+0.2% +$89 0.02% 191
2017
Q1 		$51K Sell
1,157
-59
-5% -$2.59K 0.02% 232
2016
Q4 		$52K Buy
1,216
+2
+0.2% +$88 0.02% 213
2016
Q3 		$55K Buy
1,214
+229
+23% +$10.4K 0.02% 218
2016
Q2 		$44K Buy
985
+2
+0.2% +$89 0.02% 220
2016
Q1 		$44K Buy
+983
New +$42.4K 0.02% 220

Avior Wealth Management's ALD Position: Q1 2019 in Review

Avior Wealth Management sold out of WisdomTree Asia Local Debt Fund (ALD) in Q1 2019, closing a stake of 1,174 shares — an estimated $51K sold.

Avior Wealth Management first reported a position in ALD in Q1 2016 and held it in 12 quarters. The position peaked at $55K in Q3 2016. 0 funds tracked by Wall St. Rank hold ALD as of Q1 2019.

  • Avior Wealth Management reported no remaining WisdomTree Asia Local Debt Fund position as of Q1 2019 after selling out during the quarter.
  • Avior Wealth Management sold 1,174 WisdomTree Asia Local Debt Fund shares in Q1 2019, an estimated $51K.
  • Avior Wealth Management first reported a position in WisdomTree Asia Local Debt Fund in Q1 2016 and held it in 12 quarters.
  • Avior Wealth Management's WisdomTree Asia Local Debt Fund position peaked at $55K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held WisdomTree Asia Local Debt Fund as of Q1 2019.

Based on Avior Wealth Management's 13F filing for Q1 2019, filed 8 May 2019.