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WealthTrust-Arizona’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

WealthTrust-Arizona’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
Q1 		– Sell
-55
Closed -$2K – 651
2014
Q4 		$2K Hold
55
– – ﹤0.01% 548
2014
Q3 		$2K Hold
55
– – ﹤0.01% 553
2014
Q2 		$3K Hold
55
– – ﹤0.01% 522
2014
Q1 		$3K Hold
55
– – ﹤0.01% 537
2013
Q4 		$3K Hold
55
– – ﹤0.01% 521
2013
Q3 		$3K Hold
55
– – ﹤0.01% 496
2013
Q2 		$3K Buy
+55
New +$2.84K ﹤0.01% 479

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthTrust-Arizona's ELD Position: Q1 2015 in Review

WealthTrust-Arizona sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2015, closing a stake of 55 shares — an estimated $2K sold.

WealthTrust-Arizona first reported a position in ELD in Q2 2013 and held it in 7 quarters. The position peaked at $3K in Q2 2014. 99 funds tracked by Wall St. Rank hold ELD as of Q1 2015.

  • WealthTrust-Arizona reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2015 after selling out during the quarter.
  • WealthTrust-Arizona sold 55 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2015, an estimated $2K.
  • WealthTrust-Arizona first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and held it in 7 quarters.
  • WealthTrust-Arizona's WisdomTree Emerging Markets Local Debt Fund position peaked at $3K in Q2 2014.
  • 99 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2015.

Based on WealthTrust-Arizona's 13F filing for Q1 2015, filed 24 Apr 2015.