Sargent Bickham Lagudis’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Sargent Bickham Lagudis’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
2017 Q2	–	Sell	-55	Closed	-$2K	–	775
2017 Q1	$2K	Hold	55	–	–	﹤0.01%	698
2016 Q4	$2K	Hold	55	–	–	﹤0.01%	668
2016 Q3	$2	Hold	55	–	–	﹤0.01%	679
2016 Q2	$2K	Hold	55	–	–	﹤0.01%	666
2016 Q1	$2K	Buy	+55	New	+$1.9K	﹤0.01%	682

Other funds holding ELD

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

FTUS

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

CIR

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

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

TAT

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

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

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

SIAM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

Sargent Bickham Lagudis's ELD Position: Q2 2017 in Review

Sargent Bickham Lagudis sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2017, closing a stake of 55 shares — an estimated $2K sold.

Sargent Bickham Lagudis first reported a position in ELD in Q1 2016 and held it in 5 quarters. The position peaked at $2K in Q1 2017. 75 funds tracked by Wall St. Rank hold ELD as of Q2 2017.

Sargent Bickham Lagudis reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2017 after selling out during the quarter.
Sargent Bickham Lagudis sold 55 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2017, an estimated $2K.
Sargent Bickham Lagudis first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2016 and held it in 5 quarters.
Sargent Bickham Lagudis's WisdomTree Emerging Markets Local Debt Fund position peaked at $2K in Q1 2017.
75 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2017, filed 13 Sep 2021.