Winslow Evans & Crocker’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Winslow Evans & Crocker’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
2016 Q1	–	Sell	-172	Closed	-$5.86K	–	1303
2015 Q4	$5.86K	Sell	172 -444	-72%	-$15.7K	﹤0.01%	1031
2015 Q3	$21.3K	Sell	616 -454	-42%	-$16.7K	0.01%	704
2015 Q2	$41.6K	Buy	1,070 +974	+1,015%	+$39K	0.01%	586
2015 Q1	$3.78K	Hold	96	–	–	﹤0.01%	1092
2014 Q4	$3.95K	Hold	96	–	–	﹤0.01%	1087
2014 Q3	$4.24K	Buy	96 +1	+1%	+$47	﹤0.01%	1132
2014 Q2	$4.52K	Sell	95 -472	-83%	-$22K	﹤0.01%	1052
2014 Q1	$26K	Sell	567 -1,174	-67%	-$52.8K	0.01%	614
2013 Q4	$80K	Buy	+1,741	New	+$82K	0.03%	429

Other funds holding ELD

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CIR

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Winslow Evans & Crocker's ELD Position: Q1 2016 in Review

Winslow Evans & Crocker sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q1 2016, closing a stake of 172 shares — an estimated $5.86K sold.

Winslow Evans & Crocker first reported a position in ELD in Q4 2013 and held it in 9 quarters. The position peaked at $80K in Q4 2013. 75 funds tracked by Wall St. Rank hold ELD as of Q1 2016.

Winslow Evans & Crocker reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q1 2016 after selling out during the quarter.
Winslow Evans & Crocker sold 172 WisdomTree Emerging Markets Local Debt Fund shares in Q1 2016, an estimated $5.86K.
Winslow Evans & Crocker first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2013 and held it in 9 quarters.
Winslow Evans & Crocker's WisdomTree Emerging Markets Local Debt Fund position peaked at $80K in Q4 2013.
75 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2016.

Based on Winslow Evans & Crocker's 13F filing for Q1 2016, filed 20 Apr 2016.