Private Ocean’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Private Ocean’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
2019 Q3	–	Sell	-2,189	Closed	-$77K	–	607
2019 Q2	$77K	Sell	2,189 -4,964	-69%	-$170K	0.02%	159
2019 Q1	$244K	Sell	7,153 -71,612	-91%	-$2.47M	0.07%	82
2018 Q4	$2.64M	Buy	+78,765	New	+$2.6M	0.75%	24

Other funds holding ELD

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

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 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

Royal Fund Management Lady Lake, Florida $1.04B AUM 26.61% 1-Year Est. Return

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

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