AE Wealth Management’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

AE Wealth 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
2026 Q2	$18.5K	Buy	646 +631	+4,207%	+$18.2K	﹤0.01%	2270
2026 Q1	$417	Hold	15	–	–	﹤0.01%	2549
2025 Q4	$438	Hold	15	–	–	﹤0.01%	2411
2025 Q3	$431	Hold	15	–	–	﹤0.01%	2241
2025 Q2	$419	Hold	15	–	–	﹤0.01%	2109
2025 Q1	$401	Hold	15	–	–	﹤0.01%	2111
2024 Q4	$381	Buy	+15	New	+$397	﹤0.01%	2083

Other funds holding ELD

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AE Wealth Management's ELD Position: Q2 2026 in Review

AE Wealth Management increased its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 4,207% in Q2 2026, buying an estimated $18.2K and bringing the position to 646 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2270.

AE Wealth Management first reported a position in ELD in Q4 2024 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold ELD as of Q2 2026.

AE Wealth Management held 646 shares of WisdomTree Emerging Markets Local Debt Fund worth $18.5K as of Q2 2026.
AE Wealth Management bought 631 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2026, an estimated $18.2K.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2270 holding.
AE Wealth Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2024 and has held it in 7 quarters since.
63 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.