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CLA (CliftonLarsonAllen) Wealth Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

CLA (CliftonLarsonAllen) 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
2015
Q2 		– Sell
-37,740
Closed -$1.5M – 163
2015
Q1 		$1.5M Sell
37,740
-643
-2% -$26.2K 0.33% 45
2014
Q4 		$1.6M Sell
38,383
-409
-1% -$17.9K 0.35% 40
2014
Q3 		$1.73M Sell
38,792
-2,033
-5% -$95.1K 0.37% 40
2014
Q2 		$1.94M Sell
40,825
-458
-1% -$21.4K 0.38% 41
2014
Q1 		$1.89M Buy
41,283
+66
+0.2% +$2.97K 0.42% 41
2013
Q4 		$1.9M Buy
41,217
+1,992
+5% +$93.8K 0.48% 40
2013
Q3 		$1.85M Buy
39,225
+28,855
+278% +$1.36M 0.5% 41
2013
Q2 		$498K Buy
+10,370
New +$536K 1.36% 20

Other funds holding ELD

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
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

CLA (CliftonLarsonAllen) Wealth Advisors's ELD Position: Q2 2015 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2015, closing a stake of 37,740 shares — an estimated $1.5M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ELD in Q2 2013 and held it in 8 quarters. The position peaked at $1.94M in Q2 2014. 92 funds tracked by Wall St. Rank hold ELD as of Q2 2015.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2015 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 37,740 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2015, an estimated $1.5M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 8 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $1.94M in Q2 2014.
  • 92 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2015.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2015, filed 29 Jul 2015.