WCM
ELD icon

Wealthcare Capital Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Wealthcare Capital Management’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
-921
Closed -$37K – 530
2015
Q1 		$37K Buy
+921
New +$37.6K ﹤0.01% 306

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
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
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
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Wealthcare Capital Management's ELD Position: Q2 2015 in Review

Wealthcare Capital Management sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2015, closing a stake of 921 shares — an estimated $37K sold.

Wealthcare Capital Management first reported a position in ELD in Q1 2015 and held it in 1 quarter. The position peaked at $37K in Q1 2015. 92 funds tracked by Wall St. Rank hold ELD as of Q2 2015.

  • Wealthcare Capital Management reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 921 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2015, an estimated $37K.
  • Wealthcare Capital Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's WisdomTree Emerging Markets Local Debt Fund position peaked at $37K in Q1 2015.
  • 92 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.