O'Brien Wealth Partners’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

O'Brien Wealth Partners’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 Q2	–	Sell	-125,327	Closed	-$3.63M	–	31
2020 Q1	$3.63M	Sell	125,327 -3,881	-3%	-$131K	2.04%	7
2019 Q4	$4.62M	Buy	+129,208	New	+$4.54M	3.3%	5

Other funds holding ELD

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $8.63B AUM 20.68% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Investment Research Alpharetta, Georgia $63.9M AUM 11.37% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return