AFA
ELD icon

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

AllGen Financial 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
2026
Q2 		– Sell
-140,940
Closed -$3.92M – 38
2026
Q1 		$3.92M Buy
+140,940
New +$4.12M 0.93% 18

Other funds holding ELD

Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IP
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AllGen Financial Advisors's ELD Position: Q2 2026 in Review

AllGen Financial Advisors sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2026, closing a stake of 140,940 shares — an estimated $3.92M sold.

AllGen Financial Advisors first reported a position in ELD in Q1 2026 and held it in 1 quarter. The position peaked at $3.92M in Q1 2026. 63 funds tracked by Wall St. Rank hold ELD as of Q2 2026.

  • AllGen Financial Advisors reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q2 2026 after selling out during the quarter.
  • AllGen Financial Advisors sold 140,940 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2026, an estimated $3.92M.
  • AllGen Financial Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2026 and held it in 1 quarter.
  • AllGen Financial Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $3.92M in Q1 2026.
  • 63 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2026.

Based on AllGen Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.