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Arete Wealth Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Arete Wealth 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
Q2 		– Sell
-10,322
Closed -$380K – 150
2016
Q1 		$380K Buy
+10,322
New +$356K 0.23% 85

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Arete Wealth Advisors's ELD Position: Q2 2016 in Review

Arete Wealth Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2016, closing a stake of 10,322 shares — an estimated $380K sold.

Arete Wealth Advisors first reported a position in ELD in Q1 2016 and held it in 1 quarter. The position peaked at $380K in Q1 2016. 73 funds tracked by Wall St. Rank hold ELD as of Q2 2016.

  • Arete Wealth Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2016 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,322 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2016, an estimated $380K.
  • Arete Wealth Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2016 and held it in 1 quarter.
  • Arete Wealth Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $380K in Q1 2016.
  • 73 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2016.

Based on Arete Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.