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

Tompkins Financial’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 Q2	–	Sell	-5,030	Closed	-$231K	–	527
2014 Q1	$231K	Hold	5,030	–	–	0.06%	150
2013 Q4	$231K	Hold	5,030	–	–	0.06%	148
2013 Q3	$237K	Hold	5,030	–	–	0.07%	142
2013 Q2	$242K	Buy	+5,030	New	+$260K	0.07%	143

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

SMA

Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Tompkins Financial's ELD Position: Q2 2014 in Review

Tompkins Financial sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2014, closing a stake of 5,030 shares — an estimated $231K sold.

Tompkins Financial first reported a position in ELD in Q2 2013 and held it in 4 quarters. The position peaked at $242K in Q2 2013. 112 funds tracked by Wall St. Rank hold ELD as of Q2 2014.

Tompkins Financial reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2014 after selling out during the quarter.
Tompkins Financial sold 5,030 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2014, an estimated $231K.
Tompkins Financial first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 4 quarters.
Tompkins Financial's WisdomTree Emerging Markets Local Debt Fund position peaked at $242K in Q2 2013.
112 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2014.

Based on Tompkins Financial's 13F filing for Q2 2014, filed 11 Jul 2014.