Reilly Financial Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Reilly Financial Advisors’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 Q4	–	Sell	-190	Closed	-$7K	–	853
2016 Q3	$7K	Hold	190	–	–	﹤0.01%	584
2016 Q2	$7K	Hold	190	–	–	﹤0.01%	551
2016 Q1	$7K	Hold	190	–	–	﹤0.01%	841
2015 Q4	$7K	Hold	190	–	–	﹤0.01%	859
2015 Q3	$7K	Hold	190	–	–	﹤0.01%	873
2015 Q2	$7K	Hold	190	–	–	﹤0.01%	964
2015 Q1	$8K	Hold	190	–	–	﹤0.01%	904
2014 Q4	$8K	Hold	190	–	–	﹤0.01%	547
2014 Q3	$8K	Hold	190	–	–	﹤0.01%	560
2014 Q2	$9K	Hold	190	–	–	﹤0.01%	569
2014 Q1	$9K	Sell	190 -125	-40%	-$5.62K	﹤0.01%	569
2013 Q4	$14K	Hold	315	–	–	﹤0.01%	462
2013 Q3	$15K	Sell	315 -350	-53%	-$16.5K	﹤0.01%	392
2013 Q2	$32K	Buy	+665	New	+$34.4K	0.01%	283

Other funds holding ELD

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIR

Clear Investment Research Alpharetta, Georgia $63.9M AUM 11.37% 1-Year Est. Return

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Reilly Financial Advisors's ELD Position: Q4 2016 in Review

Reilly Financial Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q4 2016, closing a stake of 190 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in ELD in Q2 2013 and held it in 14 quarters. The position peaked at $32K in Q2 2013. 76 funds tracked by Wall St. Rank hold ELD as of Q4 2016.

Reilly Financial Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q4 2016 after selling out during the quarter.
Reilly Financial Advisors sold 190 WisdomTree Emerging Markets Local Debt Fund shares in Q4 2016, an estimated $7K.
Reilly Financial Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 14 quarters.
Reilly Financial Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $32K in Q2 2013.
76 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2016.

Based on Reilly Financial Advisors's 13F filing for Q4 2016, filed 24 Jan 2017.