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Asset Dedication LLC’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Asset Dedication LLC’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 		– Sell
-49
Closed -$2K – 472
2015
Q4 		$2K Buy
+49
New +$1.73K ﹤0.01% 550

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MIS
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LPL Financial
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PA
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TAT
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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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Asset Dedication LLC's ELD Position: Q1 2016 in Review

Asset Dedication LLC sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2016, closing a stake of 49 shares — an estimated $2K sold.

Asset Dedication LLC first reported a position in ELD in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 75 funds tracked by Wall St. Rank hold ELD as of Q1 2016.

  • Asset Dedication LLC reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2016 after selling out during the quarter.
  • Asset Dedication LLC sold 49 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2016, an estimated $2K.
  • Asset Dedication LLC first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2015 and held it in 1 quarter.
  • Asset Dedication LLC's WisdomTree Emerging Markets Local Debt Fund position peaked at $2K in Q4 2015.
  • 75 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2016.

Based on Asset Dedication LLC's 13F filing for Q1 2016, filed 27 Apr 2016.