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Accuvest Global Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Accuvest Global 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
2013
Q4 		– Sell
-75,751
Closed -$3.57M – 75
2013
Q3 		$3.57M Sell
75,751
-193,371
-72% -$9.13M 0.9% 23
2013
Q2 		$12.9M Buy
+269,122
New +$13.9M 2.85% 11

Other funds holding ELD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

Accuvest Global Advisors's ELD Position: Q4 2013 in Review

Accuvest Global Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2013, closing a stake of 75,751 shares — an estimated $3.57M sold.

Accuvest Global Advisors first reported a position in ELD in Q2 2013 and held it in 2 quarters. The position peaked at $12.9M in Q2 2013. 128 funds tracked by Wall St. Rank hold ELD as of Q4 2013.

  • Accuvest Global Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2013 after selling out during the quarter.
  • Accuvest Global Advisors sold 75,751 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2013, an estimated $3.57M.
  • Accuvest Global Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 2 quarters.
  • Accuvest Global Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $12.9M in Q2 2013.
  • 128 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2013.

Based on Accuvest Global Advisors's 13F filing for Q4 2013, filed 16 Jan 2014.