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Vaughan & Co Securities’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Vaughan & Co Securities’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
-2,120
Closed -$62.6K – 78
2020
Q1 		$62.6K Hold
2,120
– – 0.08% 76
2019
Q4 		$76.2K Buy
+2,120
New +$74.6K 0.07% 77

Other funds holding ELD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return
Morgan Stanley
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
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 $3.16B AUM 19.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Vaughan & Co Securities's ELD Position: Q2 2020 in Review

Vaughan & Co Securities sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2020, closing a stake of 2,120 shares — an estimated $62.6K sold.

Vaughan & Co Securities first reported a position in ELD in Q4 2019 and held it in 2 quarters. The position peaked at $76.2K in Q4 2019. 52 funds tracked by Wall St. Rank hold ELD as of Q2 2020.

  • Vaughan & Co Securities reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 2,120 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2020, an estimated $62.6K.
  • Vaughan & Co Securities first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's WisdomTree Emerging Markets Local Debt Fund position peaked at $76.2K in Q4 2019.
  • 52 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.