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Curian Capital’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Curian Capital’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
2014
Q2 		– Sell
-1,055,096
Closed -$48.4M – 586
2014
Q1 		$48.4M Buy
1,055,096
+166,836
+19% +$7.5M 0.86% 26
2013
Q4 		$40.9M Sell
888,260
-149,725
-14% -$7.05M 0.72% 28
2013
Q3 		$48.9M Buy
1,037,985
+17,117
+2% +$808K 0.87% 26
2013
Q2 		$49M Buy
+1,020,868
New +$52.8M 0.89% 25

Other funds holding ELD

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Curian Capital's ELD Position: Q2 2014 in Review

Curian Capital sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2014, closing a stake of 1,055,096 shares — an estimated $48.4M sold.

Curian Capital first reported a position in ELD in Q2 2013 and held it in 4 quarters. The position peaked at $49M in Q2 2013. 112 funds tracked by Wall St. Rank hold ELD as of Q2 2014.

  • Curian Capital reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2014 after selling out during the quarter.
  • Curian Capital sold 1,055,096 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2014, an estimated $48.4M.
  • Curian Capital first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 4 quarters.
  • Curian Capital's WisdomTree Emerging Markets Local Debt Fund position peaked at $49M in Q2 2013.
  • 112 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2014.

Based on Curian Capital's 13F filing for Q2 2014, filed 29 Jul 2014.