Wealthcare Advisory Partners’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Wealthcare Advisory Partners’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	-49	Closed	-$1K	–	603
2020 Q1	$1K	Hold	49	–	–	﹤0.01%	1381
2019 Q4	$2K	Hold	49	–	–	﹤0.01%	1252
2019 Q3	$2K	Hold	49	–	–	﹤0.01%	1207
2019 Q2	$2K	Buy	+49	New	+$1.68K	﹤0.01%	1179

Other funds holding ELD

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

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 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

Wealthcare Advisory Partners's ELD Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2020, closing a stake of 49 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in ELD in Q2 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 52 funds tracked by Wall St. Rank hold ELD as of Q2 2020.

Wealthcare Advisory Partners reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 49 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2020, an estimated $1K.
Wealthcare Advisory Partners first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2019 and held it in 4 quarters.
Wealthcare Advisory Partners's WisdomTree Emerging Markets Local Debt Fund position peaked at $2K in Q4 2019.
52 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.