Chessman Wealth Strategies RIA’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Chessman Wealth Strategies RIA’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	–	Sell	-13,897	Closed	-$478K	–	2
2019 Q3	$478K	Sell	13,897 -34,325	-71%	-$1.2M	13.04%	4
2019 Q2	$1.75M	Buy	+48,222	New	+$1.65M	9.5%	5
2018 Q2	–	Sell	-297,930	Closed	-$11.7M	–	31
2018 Q1	$11.7M	Buy	+297,930	New	+$11.7M	14.75%	1

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

Chessman Wealth Strategies RIA's ELD Position: Q4 2019 in Review

Chessman Wealth Strategies RIA sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2019, closing a stake of 13,897 shares — an estimated $478K sold.

Chessman Wealth Strategies RIA first reported a position in ELD in Q1 2018 and held it in 3 quarters. The position peaked at $11.7M in Q1 2018. 65 funds tracked by Wall St. Rank hold ELD as of Q4 2019.

Chessman Wealth Strategies RIA reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2019 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 13,897 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2019, an estimated $478K.
Chessman Wealth Strategies RIA first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2018 and held it in 3 quarters.
Chessman Wealth Strategies RIA's WisdomTree Emerging Markets Local Debt Fund position peaked at $11.7M in Q1 2018.
65 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2019, filed 17 Jan 2020.