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

Constellation 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
2013
Q4 		– Sell
-25,000
Closed -$1.18M – 197
2013
Q3 		$1.18M Sell
25,000
-135,560
-84% -$6.4M 0.13% 118
2013
Q2 		$7.71M Buy
+160,560
New +$8.3M 0.93% 23

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VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

Constellation Wealth Advisors's ELD Position: Q4 2013 in Review

Constellation Wealth Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2013, closing a stake of 25,000 shares — an estimated $1.18M sold.

Constellation Wealth Advisors first reported a position in ELD in Q2 2013 and held it in 2 quarters. The position peaked at $7.71M in Q2 2013. 128 funds tracked by Wall St. Rank hold ELD as of Q4 2013.

  • Constellation Wealth Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2013 after selling out during the quarter.
  • Constellation Wealth Advisors sold 25,000 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2013, an estimated $1.18M.
  • Constellation Wealth Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 2 quarters.
  • Constellation Wealth Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $7.71M in Q2 2013.
  • 128 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2013.

Based on Constellation Wealth Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.