BAMG
ELD icon

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

Brand Asset Management 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
Q3 		– Sell
-145
Closed -$5K – 316
2019
Q2 		$5K Buy
+145
New +$4.96K ﹤0.01% 293

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Brand Asset Management Group's ELD Position: Q3 2019 in Review

Brand Asset Management Group sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2019, closing a stake of 145 shares — an estimated $5K sold.

Brand Asset Management Group first reported a position in ELD in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 64 funds tracked by Wall St. Rank hold ELD as of Q3 2019.

  • Brand Asset Management Group reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2019 after selling out during the quarter.
  • Brand Asset Management Group sold 145 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2019, an estimated $5K.
  • Brand Asset Management Group first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2019 and held it in 1 quarter.
  • Brand Asset Management Group's WisdomTree Emerging Markets Local Debt Fund position peaked at $5K in Q2 2019.
  • 64 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2019.

Based on Brand Asset Management Group's 13F filing for Q3 2019, filed 18 Oct 2019.