Apriem Advisors
ALD

Apriem Advisors’s WisdomTree Asia Local Debt Fund ALD Stock Holding History

Apriem Advisors’s Portfolio ALD Stock Details ALD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-117
Closed -$5K – 729
2015
Q1 		$5K Hold
117
– – ﹤0.01% 481
2014
Q4 		$5K Buy
+117
New +$5.6K ﹤0.01% 436

Other funds holding ALD

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM 24.08% 1-Year Est. Return
Clear Harbor Asset Management
Clear Harbor Asset Management Stamford, Connecticut $1.74B AUM 28.15% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
JFS Wealth Advisors
JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Apriem Advisors's ALD Position: Q2 2015 in Review

Apriem Advisors sold out of WisdomTree Asia Local Debt Fund (ALD) in Q2 2015, closing a stake of 117 shares — an estimated $5K sold.

Apriem Advisors first reported a position in ALD in Q4 2014 and held it in 2 quarters. The position peaked at $5K in Q1 2015. 17 funds tracked by Wall St. Rank hold ALD as of Q2 2015.

  • Apriem Advisors reported no remaining WisdomTree Asia Local Debt Fund position as of Q2 2015 after selling out during the quarter.
  • Apriem Advisors sold 117 WisdomTree Asia Local Debt Fund shares in Q2 2015, an estimated $5K.
  • Apriem Advisors first reported a position in WisdomTree Asia Local Debt Fund in Q4 2014 and held it in 2 quarters.
  • Apriem Advisors's WisdomTree Asia Local Debt Fund position peaked at $5K in Q1 2015.
  • 17 funds tracked by Wall St. Rank held WisdomTree Asia Local Debt Fund as of Q2 2015.

Based on Apriem Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.