Chicago Partners Investment Group’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Chicago Partners Investment 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
2018 Q4	–	Sell	-834	Closed	-$27K	–	497
2018 Q3	$27K	Hold	834	–	–	﹤0.01%	623
2018 Q2	$29K	Hold	834	–	–	﹤0.01%	583
2018 Q1	$33K	Hold	834	–	–	0.01%	519
2017 Q4	$32K	Hold	834	–	–	0.01%	526
2017 Q3	$32K	Sell	834 -947	-53%	-$36.6K	0.01%	516
2017 Q2	$66K	Buy	+1,781	New	+$67.6K	0.02%	333
2015 Q4	–	Sell	-1,579	Closed	-$55K	–	498
2015 Q3	$55K	Sell	1,579 -911	-37%	-$33.4K	0.03%	220
2015 Q2	$99K	Buy	2,490 +1,579	+173%	+$63.3K	0.05%	191
2015 Q1	$38K	Sell	911 -42	-4%	-$1.71K	0.02%	243
2014 Q4	$40K	Buy	+953	New	+$41.6K	0.02%	243

Other funds holding ELD

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

CIR

Clear Investment Research Alpharetta, Georgia $63.9M AUM 11.37% 1-Year Est. Return

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

Chicago Partners Investment Group's ELD Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2018, closing a stake of 834 shares — an estimated $27K sold.

Chicago Partners Investment Group first reported a position in ELD in Q4 2014 and held it in 10 quarters. The position peaked at $99K in Q2 2015. 70 funds tracked by Wall St. Rank hold ELD as of Q4 2018.

Chicago Partners Investment Group reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 834 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2018, an estimated $27K.
Chicago Partners Investment Group first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2014 and held it in 10 quarters.
Chicago Partners Investment Group's WisdomTree Emerging Markets Local Debt Fund position peaked at $99K in Q2 2015.
70 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.