AGA
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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 $761B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.86B AUM 15.98% 1-Year Est. Return
U
UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return