Klingman & Associates’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Klingman & Associates’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	–	Sell	-1,000	Closed	-$34K	–	391
2015 Q4	$34K	Hold	1,000	–	–	0.01%	230
2015 Q3	$34K	Hold	1,000	–	–	0.01%	225
2015 Q2	$39K	Sell	1,000 -19,899	-95%	-$798K	0.02%	194
2015 Q1	$831K	Sell	20,899 -300	-1%	-$12.2K	0.34%	37
2014 Q4	$881K	Buy	+21,199	New	+$925K	0.37%	35

Other funds holding ELD

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

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 $63.9M AUM 11.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Klingman & Associates's ELD Position: Q1 2016 in Review

Klingman & Associates sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2016, closing a stake of 1,000 shares — an estimated $34K sold.

Klingman & Associates first reported a position in ELD in Q4 2014 and held it in 5 quarters. The position peaked at $881K in Q4 2014. 75 funds tracked by Wall St. Rank hold ELD as of Q1 2016.

Klingman & Associates reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2016 after selling out during the quarter.
Klingman & Associates sold 1,000 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2016, an estimated $34K.
Klingman & Associates first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2014 and held it in 5 quarters.
Klingman & Associates's WisdomTree Emerging Markets Local Debt Fund position peaked at $881K in Q4 2014.
75 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2016.

Based on Klingman & Associates's 13F filing for Q1 2016, filed 18 Apr 2016.