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

Genesis 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
2015 Q2	$2.45K	Hold	63	–	–	﹤0.01%	452
2015 Q1	$2.52K	Hold	63	–	–	﹤0.01%	413
2014 Q4	$2.58K	Buy	+63	New	+$2.75K	﹤0.01%	441

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Genesis Wealth Advisors's ELD Position: Q2 2015 in Review

Genesis Wealth Advisors held its WisdomTree Emerging Markets Local Debt Fund (ELD) position steady in Q2 2015 at 63 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Genesis Wealth Advisors first reported a position in ELD in Q4 2014 and has held it in 3 quarters since. The position peaked at $2.58K in Q4 2014. 92 funds tracked by Wall St. Rank hold ELD as of Q2 2015.

Genesis Wealth Advisors held 63 shares of WisdomTree Emerging Markets Local Debt Fund worth $2.45K as of Q2 2015.
Genesis Wealth Advisors left its WisdomTree Emerging Markets Local Debt Fund share count unchanged in Q2 2015.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #452 holding.
Genesis Wealth Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2014 and has held it in 3 quarters since.
Genesis Wealth Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $2.58K in Q4 2014.
92 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.