Fusion Investment Group’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Fusion Investment Group’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	-4,006	Closed	-$139K	–	99
2015 Q3	$139K	Buy	4,006 +2,033	+103%	+$74.6K	0.33%	75
2015 Q2	$77K	Buy	+1,973	New	+$79.1K	0.06%	123
2014 Q4	–	Sell	-2,277	Closed	-$102K	–	132
2014 Q3	$102K	Sell	2,277 -158	-6%	-$7.39K	0.09%	97
2014 Q2	$115K	Buy	2,435 +71	+3%	+$3.32K	0.1%	104
2014 Q1	$108K	Buy	2,364 +422	+22%	+$19K	0.11%	94
2013 Q4	$89K	Buy	+1,942	New	+$91.4K	0.07%	138

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

Fusion Investment Group's ELD Position: Q4 2015 in Review

Fusion Investment Group sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2015, closing a stake of 4,006 shares — an estimated $139K sold.

Fusion Investment Group first reported a position in ELD in Q4 2013 and held it in 6 quarters. The position peaked at $139K in Q3 2015. 82 funds tracked by Wall St. Rank hold ELD as of Q4 2015.

Fusion Investment Group reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2015 after selling out during the quarter.
Fusion Investment Group sold 4,006 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2015, an estimated $139K.
Fusion Investment Group first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2013 and held it in 6 quarters.
Fusion Investment Group's WisdomTree Emerging Markets Local Debt Fund position peaked at $139K in Q3 2015.
82 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.