Gradient Investments’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Gradient Investments’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
2018 Q1	–	Sell	-100	Closed	-$4K	–	1047
2017 Q4	$4K	Buy	+100	New	+$3.81K	﹤0.01%	718
2017 Q3	–	Sell	-684	Closed	-$26K	–	362
2017 Q2	$26K	Sell	684 -88	-11%	-$3.34K	﹤0.01%	371
2017 Q1	$29K	Sell	772 -26	-3%	-$958	﹤0.01%	363
2016 Q4	$29K	Sell	798 -307	-28%	-$11.2K	﹤0.01%	319
2016 Q3	$42K	Sell	1,105 -275	-20%	-$10.4K	﹤0.01%	274
2016 Q2	$52K	Sell	1,380 -2,685	-66%	-$98.5K	0.01%	256
2016 Q1	$150K	Sell	4,065 -1,014	-20%	-$35K	0.02%	186
2015 Q4	$174K	Sell	5,079 -9,293	-65%	-$329K	0.02%	178
2015 Q3	$498K	Buy	14,372 +1,109	+8%	+$40.7K	0.07%	116
2015 Q2	$516K	Sell	13,263 -7,038	-35%	-$282K	0.07%	125
2015 Q1	$807K	Sell	20,301 -878	-4%	-$35.8K	0.12%	112
2014 Q4	$881K	Sell	21,179 -683	-3%	-$29.8K	0.15%	106
2014 Q3	$975K	Sell	21,862 -907	-4%	-$42.4K	0.18%	104
2014 Q2	$1.08M	Sell	22,769 -4,509	-17%	-$211K	0.21%	93
2014 Q1	$1.25M	Sell	27,278 -3,915	-13%	-$176K	0.29%	80
2013 Q4	$1.44M	Sell	31,193 -8,747	-22%	-$412K	0.38%	82
2013 Q3	$1.88M	Sell	39,940 -11,885	-23%	-$561K	0.59%	27
2013 Q2	$2.49M	Buy	+51,825	New	+$2.68M	0.93%	22

Other funds holding ELD

CWSR

Chessman Wealth Strategies RIA Dallas, Texas $211K AUM 15.56% 1-Year Est. Return

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

CIR

Clear Investment Research Alpharetta, Georgia $63.9M AUM 11.37% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Gradient Investments's ELD Position: Q1 2018 in Review

Gradient Investments sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2018, closing a stake of 100 shares — an estimated $4K sold.

Gradient Investments first reported a position in ELD in Q2 2013 and held it in 18 quarters. The position peaked at $2.49M in Q2 2013. 75 funds tracked by Wall St. Rank hold ELD as of Q1 2018.

Gradient Investments reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2018 after selling out during the quarter.
Gradient Investments sold 100 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2018, an estimated $4K.
Gradient Investments first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 18 quarters.
Gradient Investments's WisdomTree Emerging Markets Local Debt Fund position peaked at $2.49M in Q2 2013.
75 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2018.

Based on Gradient Investments's 13F filing for Q1 2018, filed 11 Apr 2018.