Gupta Wealth Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Gupta Wealth Management’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
2016 Q1	$20K	Sell	555 -455	-45%	-$15.7K	﹤0.01%	653
2015 Q4	$35K	Hold	1,010	–	–	0.01%	505
2015 Q3	$35K	Sell	1,010 -100	-9%	-$3.67K	0.01%	525
2015 Q2	$43K	Hold	1,110	–	–	0.01%	500
2015 Q1	$44K	Buy	+1,110	New	+$45.3K	0.01%	425

Other funds holding ELD

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

MIS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

CIR

Clear Investment Research Alpharetta, Georgia $64.2M AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Gupta Wealth Management's ELD Position: Q1 2016 in Review

Gupta Wealth Management reduced its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 45% in Q1 2016, selling an estimated $15.7K and leaving 555 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Gupta Wealth Management first reported a position in ELD in Q1 2015 and has held it in 5 quarters since. The position peaked at $44K in Q1 2015. 75 funds tracked by Wall St. Rank hold ELD as of Q1 2016.

Gupta Wealth Management held 555 shares of WisdomTree Emerging Markets Local Debt Fund worth $20K as of Q1 2016.
Gupta Wealth Management sold 455 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2016, an estimated $15.7K.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #653 holding.
Gupta Wealth Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $44K in Q1 2015.
75 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.