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Golden State Wealth Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Golden State Wealth Management’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
-319
Closed -$11K – 290
2019
Q3 		$11K Hold
319
– – ﹤0.01% 727
2019
Q2 		$11K Hold
319
– – ﹤0.01% 725
2019
Q1 		$11K Buy
+319
New +$11K ﹤0.01% 762

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

Golden State Wealth Management's ELD Position: Q4 2019 in Review

Golden State Wealth Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2019, closing a stake of 319 shares — an estimated $11K sold.

Golden State Wealth Management first reported a position in ELD in Q1 2019 and held it in 3 quarters. The position peaked at $11K in Q3 2019. 65 funds tracked by Wall St. Rank hold ELD as of Q4 2019.

  • Golden State Wealth Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 319 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2019, an estimated $11K.
  • Golden State Wealth Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $11K in Q3 2019.
  • 65 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.