Institute for Wealth Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Institute for 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
2020 Q1	–	Sell	-231	Closed	-$8K	–	449
2019 Q4	$8K	Buy	+231	New	+$8.12K	﹤0.01%	611

Other funds holding ELD

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Institute for Wealth Management's ELD Position: Q1 2020 in Review

Institute for Wealth Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2020, closing a stake of 231 shares — an estimated $8K sold.

Institute for Wealth Management first reported a position in ELD in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 56 funds tracked by Wall St. Rank hold ELD as of Q1 2020.

Institute for Wealth Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 231 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2020, an estimated $8K.
Institute for Wealth Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2019 and held it in 1 quarter.
Institute for Wealth Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $8K in Q4 2019.
56 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.