MFT
ALD

Moisand Fitzgerald Tamayo’s WisdomTree Asia Local Debt Fund ALD Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio ALD Stock Details ALD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-162
Closed -$7K – 310
2018
Q3 		$7K Buy
+162
New +$7K ﹤0.01% 231

Other funds holding ALD

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Moisand Fitzgerald Tamayo's ALD Position: Q4 2018 in Review

Moisand Fitzgerald Tamayo sold out of WisdomTree Asia Local Debt Fund (ALD) in Q4 2018, closing a stake of 162 shares — an estimated $7K sold.

Moisand Fitzgerald Tamayo first reported a position in ALD in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 15 funds tracked by Wall St. Rank hold ALD as of Q4 2018.

  • Moisand Fitzgerald Tamayo reported no remaining WisdomTree Asia Local Debt Fund position as of Q4 2018 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 162 WisdomTree Asia Local Debt Fund shares in Q4 2018, an estimated $7K.
  • Moisand Fitzgerald Tamayo first reported a position in WisdomTree Asia Local Debt Fund in Q3 2018 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's WisdomTree Asia Local Debt Fund position peaked at $7K in Q3 2018.
  • 15 funds tracked by Wall St. Rank held WisdomTree Asia Local Debt Fund as of Q4 2018.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2018, filed 11 Feb 2019.