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Wealthspire Advisors (Maryland)’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q3 		– Sell
-200
Closed -$8K – 2302
2017
Q2 		$8K Buy
+200
New +$7.59K ﹤0.01% 1607

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CIR
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UBS Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ELD Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2017, closing a stake of 200 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in ELD in Q2 2017 and held it in 1 quarter. The position peaked at $8K in Q2 2017. 67 funds tracked by Wall St. Rank hold ELD as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 200 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2017, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s WisdomTree Emerging Markets Local Debt Fund position peaked at $8K in Q2 2017.
  • 67 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.