Pinnacle Wealth Planning Services’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Pinnacle Wealth Planning Services’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
2021 Q1	–	Sell	-40	Closed	-$1K	–	825
2020 Q4	$1K	Buy	+40	New	+$1.33K	﹤0.01%	2099

Other funds holding ELD

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

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

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

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

CIR

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

FWM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OIA

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

Pinnacle Wealth Planning Services's ELD Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2021, closing a stake of 40 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in ELD in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 55 funds tracked by Wall St. Rank hold ELD as of Q1 2021.

Pinnacle Wealth Planning Services reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2021 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 40 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2021, an estimated $1K.
Pinnacle Wealth Planning Services first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2020 and held it in 1 quarter.
Pinnacle Wealth Planning Services's WisdomTree Emerging Markets Local Debt Fund position peaked at $1K in Q4 2020.
55 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.