Pictet North America Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Pictet North America Advisors’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 Q3	–	Sell	-290,542	Closed	-$9.28M	–	124
2020 Q2	$9.28M	Sell	290,542 -44,068	-13%	-$1.37M	1.33%	23
2020 Q1	$9.88M	Sell	334,610 -495,789	-60%	-$16.8M	1.69%	17
2019 Q4	$29.8M	Sell	830,399 -145,328	-15%	-$5.11M	3.67%	8
2019 Q3	$33.6M	Buy	975,727 +28,978	+3%	+$1.02M	4.59%	4
2019 Q2	$33.5M	Buy	946,749 +6,774	+0.7%	+$232K	4.87%	2
2019 Q1	$32.1M	Buy	939,975 +289,160	+44%	+$9.95M	4.81%	2
2018 Q4	$21.8M	Sell	650,815 -177,267	-21%	-$5.85M	1.97%	8
2018 Q3	$27.2M	Buy	+828,082	New	+$27.8M	3.6%	6

Other funds holding ELD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

CIR

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

FTUS

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

FWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VSWA

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Pictet North America Advisors's ELD Position: Q3 2020 in Review

Pictet North America Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2020, closing a stake of 290,542 shares — an estimated $9.28M sold.

Pictet North America Advisors first reported a position in ELD in Q3 2018 and held it in 8 quarters. The position peaked at $33.6M in Q3 2019. 47 funds tracked by Wall St. Rank hold ELD as of Q3 2020.

Pictet North America Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2020 after selling out during the quarter.
Pictet North America Advisors sold 290,542 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2020, an estimated $9.28M.
Pictet North America Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q3 2018 and held it in 8 quarters.
Pictet North America Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $33.6M in Q3 2019.
47 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2020.

Based on Pictet North America Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.