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Cabot Wealth Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Cabot Wealth Management’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
Q3 		– Sell
-7,164
Closed -$344K – 157
2013
Q2 		$344K Buy
+7,164
New +$370K 0.12% 158

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CC
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Deutsche Bank
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MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
U
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SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cabot Wealth Management's ELD Position: Q3 2013 in Review

Cabot Wealth Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2013, closing a stake of 7,164 shares — an estimated $344K sold.

Cabot Wealth Management first reported a position in ELD in Q2 2013 and held it in 1 quarter. The position peaked at $344K in Q2 2013. 126 funds tracked by Wall St. Rank hold ELD as of Q3 2013.

  • Cabot Wealth Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2013 after selling out during the quarter.
  • Cabot Wealth Management sold 7,164 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2013, an estimated $344K.
  • Cabot Wealth Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 1 quarter.
  • Cabot Wealth Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $344K in Q2 2013.
  • 126 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2013.

Based on Cabot Wealth Management's 13F filing for Q3 2013, filed 23 Oct 2013.