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

BerganKDV 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	-89	Closed	-$4K	–	767
2018 Q4	$4K	Hold	89	–	–	﹤0.01%	581
2018 Q3	$4K	Hold	89	–	–	﹤0.01%	558
2018 Q2	$4K	Buy	+89	New	+$4K	﹤0.01%	579

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

BerganKDV Wealth Management sold out of WisdomTree Asia Local Debt Fund (ALD) in Q1 2019, closing a stake of 89 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in ALD in Q2 2018 and held it in 3 quarters. The position peaked at $4K in Q4 2018. 0 funds tracked by Wall St. Rank hold ALD as of Q1 2019.

BerganKDV Wealth Management reported no remaining WisdomTree Asia Local Debt Fund position as of Q1 2019 after selling out during the quarter.
BerganKDV Wealth Management sold 89 WisdomTree Asia Local Debt Fund shares in Q1 2019, an estimated $4K.
BerganKDV Wealth Management first reported a position in WisdomTree Asia Local Debt Fund in Q2 2018 and held it in 3 quarters.
BerganKDV Wealth Management's WisdomTree Asia Local Debt Fund position peaked at $4K in Q4 2018.
0 funds tracked by Wall St. Rank held WisdomTree Asia Local Debt Fund as of Q1 2019.

Based on BerganKDV Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.