Vontobel Swiss Wealth Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Vontobel Swiss Wealth 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 Q4	–	Sell	-42,500	Closed	-$1.35M	–	74
2020 Q3	$1.35M	Hold	42,500	–	–	0.94%	26
2020 Q2	$1.36M	Hold	42,500	–	–	0.89%	32
2020 Q1	$1.25M	Hold	42,500	–	–	0.96%	32
2019 Q4	$1.53M	Sell	42,500 -1,500	-3%	-$52.8K	1%	34
2019 Q3	$1.51M	Sell	44,000 -1,500	-3%	-$52.7K	0.98%	37
2019 Q2	$1.61M	Buy	+45,500	New	+$1.56M	0.86%	43

Other funds holding ELD

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

FWM

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

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

OIA

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's ELD Position: Q4 2020 in Review

Vontobel Swiss Wealth Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2020, closing a stake of 42,500 shares — an estimated $1.35M sold.

Vontobel Swiss Wealth Advisors first reported a position in ELD in Q2 2019 and held it in 6 quarters. The position peaked at $1.61M in Q2 2019. 52 funds tracked by Wall St. Rank hold ELD as of Q4 2020.

Vontobel Swiss Wealth Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2020 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 42,500 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2020, an estimated $1.35M.
Vontobel Swiss Wealth Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2019 and held it in 6 quarters.
Vontobel Swiss Wealth Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $1.61M in Q2 2019.
52 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.