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Meristem Family Wealth’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Meristem Family Wealth’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
2014
Q2 		– Sell
-59,165
Closed -$2.71M – 109
2014
Q1 		$2.71M Sell
59,165
-127,145
-68% -$5.72M 1.19% 14
2013
Q4 		$8.57M Buy
+186,310
New +$8.77M 3.52% 3

Other funds holding ELD

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Meristem Family Wealth's ELD Position: Q2 2014 in Review

Meristem Family Wealth sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2014, closing a stake of 59,165 shares — an estimated $2.71M sold.

Meristem Family Wealth first reported a position in ELD in Q4 2013 and held it in 2 quarters. The position peaked at $8.57M in Q4 2013. 112 funds tracked by Wall St. Rank hold ELD as of Q2 2014.

  • Meristem Family Wealth reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2014 after selling out during the quarter.
  • Meristem Family Wealth sold 59,165 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2014, an estimated $2.71M.
  • Meristem Family Wealth first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2013 and held it in 2 quarters.
  • Meristem Family Wealth's WisdomTree Emerging Markets Local Debt Fund position peaked at $8.57M in Q4 2013.
  • 112 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2014.

Based on Meristem Family Wealth's 13F filing for Q2 2014, filed 8 Aug 2014.