Simply Money Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Simply Money 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
2014 Q3	–	Sell	-355,089	Closed	-$16.9M	–	25
2014 Q2	$16.9M	Buy	355,089 +5,590	+2%	+$261K	2.57%	16
2014 Q1	$16M	Buy	349,499 +4,431	+1%	+$199K	2.49%	16
2013 Q4	$15.9M	Sell	345,068 -15,366	-4%	-$723K	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	+$34.7M	5.74%	6

Other funds holding ELD

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

CFA

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

USAA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FAAM

First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return

Simply Money Advisors's ELD Position: Q3 2014 in Review

Simply Money Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2014, closing a stake of 355,089 shares — an estimated $16.9M sold.

Simply Money Advisors first reported a position in ELD in Q2 2013 and held it in 5 quarters. The position peaked at $32.2M in Q2 2013. 109 funds tracked by Wall St. Rank hold ELD as of Q3 2014.

Simply Money Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2014 after selling out during the quarter.
Simply Money Advisors sold 355,089 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2014, an estimated $16.9M.
Simply Money Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 5 quarters.
Simply Money Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $32.2M in Q2 2013.
109 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2014.

Based on Simply Money Advisors's 13F filing for Q3 2014, filed 10 Oct 2014.