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

US Financial 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
Q3 		– Sell
-100
Closed -$4K – 575
2015
Q2 		$4K Sell
100
-1,125
-92% -$45.1K ﹤0.01% 308
2015
Q1 		$49K Sell
1,225
-1,208
-50% -$49.3K 0.04% 110
2014
Q4 		$101K Buy
+2,433
New +$106K 0.09% 72

Other funds holding ELD

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

US Financial Advisors's ELD Position: Q3 2015 in Review

US Financial Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2015, closing a stake of 100 shares — an estimated $4K sold.

US Financial Advisors first reported a position in ELD in Q4 2014 and held it in 3 quarters. The position peaked at $101K in Q4 2014. 91 funds tracked by Wall St. Rank hold ELD as of Q3 2015.

  • US Financial Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2015 after selling out during the quarter.
  • US Financial Advisors sold 100 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2015, an estimated $4K.
  • US Financial Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2014 and held it in 3 quarters.
  • US Financial Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $101K in Q4 2014.
  • 91 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2015.

Based on US Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.