Nations Financial Group’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Nations Financial Group’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	-5,807	Closed	-$209K	–	267
2019 Q4	$209K	Buy	5,807 +36	+0.6%	+$1.27K	0.07%	269
2019 Q3	$205K	Sell	5,771 -699	-11%	-$24.5K	0.07%	274
2019 Q2	$229K	Buy	6,470 +50	+0.8%	+$1.71K	0.15%	155
2019 Q1	$219K	Buy	6,420 +197	+3%	+$6.78K	0.15%	156
2018 Q4	$208K	Buy	6,223 +69	+1%	+$2.28K	0.17%	151
2018 Q3	$202K	Buy	+6,154	New	+$207K	0.14%	158
2017 Q4	–	Sell	-6,888	Closed	-$266K	–	148
2017 Q3	$266K	Buy	6,888 +808	+13%	+$31.2K	0.26%	120
2017 Q2	$231K	Buy	+6,080	New	+$231K	0.19%	151
2017 Q1	–	Sell	-5,922	Closed	-$212K	–	152
2016 Q4	$212K	Buy	5,922 +19	+0.3%	+$692	0.23%	134
2016 Q3	$225K	Sell	5,903 -1,160	-16%	-$43.9K	0.22%	141
2016 Q2	$264K	Buy	7,063 +10	+0.1%	+$367	0.28%	115
2016 Q1	$260K	Buy	7,053 +11	+0.2%	+$379	0.3%	101
2015 Q4	$241K	Buy	+7,042	New	+$249K	0.31%	100

Other funds holding ELD

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

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

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

Nations Financial Group's ELD Position: Q1 2020 in Review

Nations Financial Group sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2020, closing a stake of 5,807 shares — an estimated $209K sold.

Nations Financial Group first reported a position in ELD in Q4 2015 and held it in 13 quarters. The position peaked at $266K in Q3 2017. 56 funds tracked by Wall St. Rank hold ELD as of Q1 2020.

Nations Financial Group reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2020 after selling out during the quarter.
Nations Financial Group sold 5,807 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2020, an estimated $209K.
Nations Financial Group first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2015 and held it in 13 quarters.
Nations Financial Group's WisdomTree Emerging Markets Local Debt Fund position peaked at $266K in Q3 2017.
56 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2020.

Based on Nations Financial Group's 13F filing for Q1 2020, filed 8 May 2020.