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

Concert 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
2015 Q4	–	Sell	-5,786	Closed	-$200K	–	699
2015 Q3	$200K	Buy	+5,786	New	+$212K	0.03%	611
2014 Q2	–	Sell	-5,069	Closed	-$235K	–	574
2014 Q1	$235K	Sell	5,069 -1,650	-25%	-$74.2K	0.03%	467
2013 Q4	$313K	Sell	6,719 -1,544	-19%	-$72.7K	0.04%	362
2013 Q3	$388K	Sell	8,263 -543	-6%	-$25.6K	0.06%	306
2013 Q2	$425K	Buy	+8,806	New	+$455K	0.06%	254

Other funds holding ELD

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Concert Wealth Management's ELD Position: Q4 2015 in Review

Concert Wealth Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2015, closing a stake of 5,786 shares — an estimated $200K sold.

Concert Wealth Management first reported a position in ELD in Q2 2013 and held it in 5 quarters. The position peaked at $425K in Q2 2013. 82 funds tracked by Wall St. Rank hold ELD as of Q4 2015.

Concert Wealth Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2015 after selling out during the quarter.
Concert Wealth Management sold 5,786 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2015, an estimated $200K.
Concert Wealth Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 5 quarters.
Concert Wealth Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $425K in Q2 2013.
82 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2015.

Based on Concert Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.