First Allied Advisory Services’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

First Allied Advisory Services’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	-1,269	Closed	-$44K	–	1267
2019 Q3	$44K	Buy	+1,269	New	+$44.5K	﹤0.01%	1372
2018 Q1	–	Sell	-1,956	Closed	-$75K	–	1224
2017 Q4	$75K	Buy	+1,956	New	+$74.5K	﹤0.01%	1238
2014 Q4	–	Sell	-15,592	Closed	-$695K	–	1052
2014 Q3	$695K	Sell	15,592 -7,543	-33%	-$353K	0.06%	405
2014 Q2	$1.1M	Buy	23,135 +10,548	+84%	+$493K	0.08%	289
2014 Q1	$572K	Sell	12,587 -1,214	-9%	-$54.6K	0.04%	476
2013 Q4	$629K	Sell	13,801 -138,647	-91%	-$6.53M	0.05%	420
2013 Q3	$7.17M	Buy	152,448 +56,086	+58%	+$2.65M	0.42%	54
2013 Q2	$4.62M	Buy	+96,362	New	+$4.98M	0.37%	66

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

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 $1.05B AUM 26.61% 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

First Allied Advisory Services's ELD Position: Q4 2019 in Review

First Allied Advisory Services sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2019, closing a stake of 1,269 shares — an estimated $44K sold.

First Allied Advisory Services first reported a position in ELD in Q2 2013 and held it in 8 quarters. The position peaked at $7.17M in Q3 2013. 65 funds tracked by Wall St. Rank hold ELD as of Q4 2019.

First Allied Advisory Services reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 1,269 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2019, an estimated $44K.
First Allied Advisory Services first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 8 quarters.
First Allied Advisory Services's WisdomTree Emerging Markets Local Debt Fund position peaked at $7.17M in Q3 2013.
65 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.