LYV
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Live Your Vision’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Live Your Vision’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
-228
Closed -$8K – 136
2015
Q3 		$8K Buy
+228
New +$8.36K ﹤0.01% 198
2014
Q3 		– Sell
-72,697
Closed -$3.46M – 48
2014
Q2 		$3.46M Sell
72,697
-1,050
-1% -$49K 1.81% 17
2014
Q1 		$3.38M Sell
73,747
-2,880
-4% -$130K 1.79% 16
2013
Q4 		$3.53M Buy
76,627
+2,832
+4% +$133K 1.95% 14
2013
Q3 		$3.47M Buy
73,795
+657
+0.9% +$31K 2% 14
2013
Q2 		$3.47M Buy
+73,138
New +$3.78M 2.07% 14

Other funds holding ELD

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair Investment Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
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
PA
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

Live Your Vision's ELD Position: Q4 2015 in Review

Live Your Vision sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2015, closing a stake of 228 shares — an estimated $8K sold.

Live Your Vision first reported a position in ELD in Q2 2013 and held it in 6 quarters. The position peaked at $3.53M in Q4 2013. 82 funds tracked by Wall St. Rank hold ELD as of Q4 2015.

  • Live Your Vision reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2015 after selling out during the quarter.
  • Live Your Vision sold 228 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2015, an estimated $8K.
  • Live Your Vision first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 6 quarters.
  • Live Your Vision's WisdomTree Emerging Markets Local Debt Fund position peaked at $3.53M in Q4 2013.
  • 82 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2015.

Based on Live Your Vision's 13F filing for Q4 2015, filed 27 Jan 2016.