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

Merriman 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
2014
Q2 		– Sell
-8,803
Closed -$411K – 40
2014
Q1 		$411K Buy
+8,803
New +$396K 0.43% 30
2013
Q4 		– Sell
-16,800
Closed -$791K – 89
2013
Q3 		$791K Buy
+16,800
New +$793K 0.41% 40

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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

Merriman Wealth Management's ELD Position: Q2 2014 in Review

Merriman Wealth Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2014, closing a stake of 8,803 shares — an estimated $411K sold.

Merriman Wealth Management first reported a position in ELD in Q3 2013 and held it in 2 quarters. The position peaked at $791K in Q3 2013. 112 funds tracked by Wall St. Rank hold ELD as of Q2 2014.

  • Merriman Wealth Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 8,803 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2014, an estimated $411K.
  • Merriman Wealth Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q3 2013 and held it in 2 quarters.
  • Merriman Wealth Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $791K in Q3 2013.
  • 112 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2014.

Based on Merriman Wealth Management's 13F filing for Q2 2014, filed 30 Jul 2014.