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

WFG 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
2017 Q2	$22K	Buy	583 +100	+21%	+$3.8K	0.01%	919
2017 Q1	$18K	Hold	483	–	–	﹤0.01%	907
2016 Q4	$17K	Hold	483	–	–	﹤0.01%	971
2016 Q3	$18K	Hold	483	–	–	﹤0.01%	965
2016 Q2	$18K	Hold	483	–	–	﹤0.01%	938
2016 Q1	$18K	Buy	483 +33	+7%	+$1.14K	0.01%	911
2015 Q4	$15K	Sell	450 -430	-49%	-$15.2K	﹤0.01%	967
2015 Q3	$30K	Sell	880 -594	-40%	-$21.8K	0.01%	773
2015 Q2	$57K	Buy	1,474 +5	+0.3%	+$200	0.02%	687
2015 Q1	$58K	Sell	1,469 -377	-20%	-$15.4K	0.02%	682
2014 Q4	$77K	Buy	1,846 +6	+0.3%	+$262	0.02%	725
2014 Q3	$82K	Buy	1,840 +4	+0.2%	+$187	0.02%	730
2014 Q2	$87K	Buy	1,836 +3	+0.2%	+$140	0.02%	705
2014 Q1	$84K	Buy	1,833 +772	+73%	+$34.7K	0.02%	706
2013 Q4	$49K	Hold	1,061	–	–	0.01%	1009
2013 Q3	$50K	Sell	1,061 -284	-21%	-$13.4K	0.01%	927
2013 Q2	$65K	Buy	+1,345	New	+$69.5K	0.01%	792

Other funds holding ELD

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CIR

Clear Investment Research Alpharetta, Georgia $63.9M AUM 11.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TAT

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

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

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

WFG Advisors's ELD Position: Q2 2017 in Review

WFG Advisors increased its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 21% in Q2 2017, buying an estimated $3.8K and bringing the position to 583 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #919.

WFG Advisors first reported a position in ELD in Q2 2013 and has held it in 17 quarters since. The position peaked at $87K in Q2 2014. 75 funds tracked by Wall St. Rank hold ELD as of Q2 2017.

WFG Advisors held 583 shares of WisdomTree Emerging Markets Local Debt Fund worth $22K as of Q2 2017.
WFG Advisors bought 100 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2017, an estimated $3.8K.
WisdomTree Emerging Markets Local Debt Fund made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #919 holding.
WFG Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $87K in Q2 2014.
75 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.