Ropes Wealth Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Ropes Wealth 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
2015 Q2	–	Sell	-1,000	Closed	-$40K	–	316
2015 Q1	$40K	Buy	+1,000	New	+$40.8K	0.02%	206

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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

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

USAA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ropes Wealth Advisors's ELD Position: Q2 2015 in Review

Ropes Wealth Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2015, closing a stake of 1,000 shares — an estimated $40K sold.

Ropes Wealth Advisors first reported a position in ELD in Q1 2015 and held it in 1 quarter. The position peaked at $40K in Q1 2015. 92 funds tracked by Wall St. Rank hold ELD as of Q2 2015.

Ropes Wealth Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2015 after selling out during the quarter.
Ropes Wealth Advisors sold 1,000 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2015, an estimated $40K.
Ropes Wealth Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2015 and held it in 1 quarter.
Ropes Wealth Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $40K in Q1 2015.
92 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2015.

Based on Ropes Wealth Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.