SMA
Simply Money Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-355,089
| Closed | -$16.9M | – | 25 |
|
|
2014
Q2 | $16.9M | Buy |
355,089
+5,590
| +2% | +$266K | 2.57% | 16 |
|
|
2014
Q1 | $16M | Buy |
349,499
+4,431
| +1% | +$203K | 2.49% | 16 |
|
|
2013
Q4 | $15.9M | Sell |
345,068
-15,366
| -4% | -$707K | 2.67% | 14 |
|
|
2013
Q3 | $17M | Sell |
360,434
-310,191
| -46% | -$14.6M | 2.89% | 14 |
|
|
2013
Q2 | $32.2M | Buy |
+670,625
| New | +$32.2M | 5.74% | 6 |
|