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D.A. Davidson & Co’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

D.A. Davidson & Co’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
-2,502
Closed -$120K – 1741
2013
Q2 		$120K Buy
+2,502
New +$129K 0.01% 811

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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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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 $377B AUM 19.32% 1-Year Est. Return

D.A. Davidson & Co's ELD Position: Q3 2013 in Review

D.A. Davidson & Co sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2013, closing a stake of 2,502 shares — an estimated $120K sold.

D.A. Davidson & Co first reported a position in ELD in Q2 2013 and held it in 1 quarter. The position peaked at $120K in Q2 2013. 126 funds tracked by Wall St. Rank hold ELD as of Q3 2013.

  • D.A. Davidson & Co reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2013 after selling out during the quarter.
  • D.A. Davidson & Co sold 2,502 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2013, an estimated $120K.
  • D.A. Davidson & Co first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 1 quarter.
  • D.A. Davidson & Co's WisdomTree Emerging Markets Local Debt Fund position peaked at $120K in Q2 2013.
  • 126 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2013.

Based on D.A. Davidson & Co's 13F filing for Q3 2013, filed 14 Nov 2013.