Robert N. Shapiro’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Robert N. Shapiro’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 Q4	$48K	Hold	1,157	–	–	0.01%	462
2014 Q3	$52K	Buy	1,157 +326	+39%	+$15.3K	0.01%	470
2014 Q2	$40K	Hold	831	–	–	0.01%	495
2014 Q1	$38K	Sell	831 -268	-24%	-$12.1K	0.01%	499
2013 Q4	$51K	Hold	1,099	–	–	0.01%	456
2013 Q3	$52K	Buy	1,099 +262	+31%	+$12.4K	0.01%	577
2013 Q2	$40K	Buy	+837	New	+$43.3K	0.01%	612

Other funds holding ELD

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

TAT

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Robert N. Shapiro's ELD Position: Q4 2014 in Review

Robert N. Shapiro held its WisdomTree Emerging Markets Local Debt Fund (ELD) position steady in Q4 2014 at 1,157 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #462.

Robert N. Shapiro first reported a position in ELD in Q2 2013 and has held it in 7 quarters since. The position peaked at $52K in Q3 2014. 110 funds tracked by Wall St. Rank hold ELD as of Q4 2014.

Robert N. Shapiro held 1,157 shares of WisdomTree Emerging Markets Local Debt Fund worth $48K as of Q4 2014.
Robert N. Shapiro left its WisdomTree Emerging Markets Local Debt Fund share count unchanged in Q4 2014.
WisdomTree Emerging Markets Local Debt Fund made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #462 holding.
Robert N. Shapiro first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and has held it in 7 quarters since.
Robert N. Shapiro's WisdomTree Emerging Markets Local Debt Fund position peaked at $52K in Q3 2014.
110 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.