IFP Advisors’s WisdomTree Asia Local Debt Fund ALD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-200
| Closed | -$9K | – | 4030 |
|
|
2018
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 2597 |
|
|
2018
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 2951 |
|
|
2018
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 3010 |
|
|
2018
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 2895 |
|
|
2017
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 2940 |
|
|
2017
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 3126 |
|
|
2017
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 3139 |
|
|
2017
Q1 | $9K | Sell |
200
-94
| -32% | -$4.13K | ﹤0.01% | 3025 |
|
|
2016
Q4 | $13K | Hold |
294
| – | – | ﹤0.01% | 2778 |
|
|
2016
Q3 | $13K | Hold |
294
| – | – | ﹤0.01% | 2695 |
|
|
2016
Q2 | $13K | Buy |
+294
| New | +$13.2K | ﹤0.01% | 2640 |
|
|
2016
Q1 | – | Sell |
-294
| Closed | -$13K | – | 4585 |
|
|
2015
Q4 | $13K | Buy |
+294
| New | +$12.7K | ﹤0.01% | 2459 |
|
IFP Advisors's ALD Position: Q1 2019 in Review
IFP Advisors sold out of WisdomTree Asia Local Debt Fund (ALD) in Q1 2019, closing a stake of 200 shares — an estimated $9K sold.
IFP Advisors first reported a position in ALD in Q4 2015 and held it in 12 quarters. The position peaked at $13K in Q4 2016. 0 funds tracked by Wall St. Rank hold ALD as of Q1 2019.
- IFP Advisors reported no remaining WisdomTree Asia Local Debt Fund position as of Q1 2019 after selling out during the quarter.
- IFP Advisors sold 200 WisdomTree Asia Local Debt Fund shares in Q1 2019, an estimated $9K.
- IFP Advisors first reported a position in WisdomTree Asia Local Debt Fund in Q4 2015 and held it in 12 quarters.
- IFP Advisors's WisdomTree Asia Local Debt Fund position peaked at $13K in Q4 2016.
- 0 funds tracked by Wall St. Rank held WisdomTree Asia Local Debt Fund as of Q1 2019.
Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.