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 $786B AUM 40.34% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIR

Clear Investment Research Alpharetta, Georgia $64.2M AUM 19.32% 1-Year Est. Return

SIAM

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

FWM

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VSWA

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

O'Brien Wealth Partners's ELD Position: Q2 2020 in Review

O'Brien Wealth Partners sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2020, closing a stake of 125,327 shares — an estimated $3.63M sold.

O'Brien Wealth Partners first reported a position in ELD in Q4 2019 and held it in 2 quarters. The position peaked at $4.62M in Q4 2019. 52 funds tracked by Wall St. Rank hold ELD as of Q2 2020.

O'Brien Wealth Partners reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2020 after selling out during the quarter.
O'Brien Wealth Partners sold 125,327 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2020, an estimated $3.63M.
O'Brien Wealth Partners first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2019 and held it in 2 quarters.
O'Brien Wealth Partners's WisdomTree Emerging Markets Local Debt Fund position peaked at $4.62M in Q4 2019.
52 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2020.

Based on O'Brien Wealth Partners's 13F filing for Q2 2020, filed 10 Jul 2020.