Financial Architects (New Jersey)’s WisdomTree Asia Local Debt Fund ALD Stock Holding History

Financial Architects (New Jersey)’s Portfolio ALD Stock Details ALD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-53	Closed	-$3K	–	1125
2014 Q3	$3K	Buy	+53	New	+$2.62K	﹤0.01%	827

Other funds holding ALD

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CWA

Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Architects (New Jersey)'s ALD Position: Q4 2014 in Review

Financial Architects (New Jersey) sold out of WisdomTree Asia Local Debt Fund (ALD) in Q4 2014, closing a stake of 53 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in ALD in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 29 funds tracked by Wall St. Rank hold ALD as of Q4 2014.

Financial Architects (New Jersey) reported no remaining WisdomTree Asia Local Debt Fund position as of Q4 2014 after selling out during the quarter.
Financial Architects (New Jersey) sold 53 WisdomTree Asia Local Debt Fund shares in Q4 2014, an estimated $3K.
Financial Architects (New Jersey) first reported a position in WisdomTree Asia Local Debt Fund in Q3 2014 and held it in 1 quarter.
Financial Architects (New Jersey)'s WisdomTree Asia Local Debt Fund position peaked at $3K in Q3 2014.
29 funds tracked by Wall St. Rank held WisdomTree Asia Local Debt Fund as of Q4 2014.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2014, filed 3 Feb 2015.