Alerus Investment Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Alerus Investment 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
2016 Q1	$37K	Sell	1,007 -436	-30%	-$15K	0.01%	142
2015 Q4	$48K	Buy	1,443 +1,337	+1,261%	+$47.3K	0.01%	142
2015 Q3	$4K	Sell	106 -901	-89%	-$33.1K	﹤0.01%	166
2015 Q2	$39K	Hold	1,007	–	–	0.01%	133
2015 Q1	$40K	Hold	1,007	–	–	0.01%	134
2014 Q4	$42K	Hold	1,007	–	–	0.01%	137
2014 Q3	$45K	Hold	1,007	–	–	0.01%	130
2014 Q2	$48K	Buy	1,007 +465	+86%	+$21.7K	0.01%	136
2014 Q1	$25K	Hold	542	–	–	0.01%	142
2013 Q4	$24K	Hold	542	–	–	0.01%	138
2013 Q3	$26K	Sell	542 -120	-18%	-$5.66K	0.01%	141
2013 Q2	$32K	Buy	+662	New	+$34.2K	﹤0.01%	140

Other funds holding ELD

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TAT

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

CIR

Clear Investment Research Alpharetta, Georgia $63.9M AUM 11.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Alerus Investment Advisors's ELD Position: Q1 2016 in Review

Alerus Investment Advisors reduced its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 30% in Q1 2016, selling an estimated $15K and leaving 1,007 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #142.

Alerus Investment Advisors first reported a position in ELD in Q2 2013 and has held it in 12 quarters since. The position peaked at $48K in Q4 2015. 75 funds tracked by Wall St. Rank hold ELD as of Q1 2016.

Alerus Investment Advisors held 1,007 shares of WisdomTree Emerging Markets Local Debt Fund worth $37K as of Q1 2016.
Alerus Investment Advisors sold 436 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2016, an estimated $15K.
WisdomTree Emerging Markets Local Debt Fund made up 0.01% of Alerus Investment Advisors's portfolio in Q1 2016, its #142 holding.
Alerus Investment Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and has held it in 12 quarters since.
Alerus Investment Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $48K in Q4 2015.
75 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.