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

Avion Wealth’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 Q1	$12K	Hold	443	–	–	﹤0.01%	437
2025 Q4	$12K	Hold	443	–	–	﹤0.01%	439
2025 Q3	$12K	Hold	443	–	–	﹤0.01%	437
2025 Q2	$12K	Hold	443	–	–	﹤0.01%	415
2025 Q1	$11K	Hold	443	–	–	﹤0.01%	371
2024 Q4	$11K	Hold	443	–	–	﹤0.01%	371
2024 Q3	$12K	Hold	443	–	–	﹤0.01%	338
2024 Q2	$11K	Hold	443	–	–	﹤0.01%	311
2024 Q1	$13K	Hold	443	–	–	﹤0.01%	270
2023 Q4	$12K	Hold	443	–	–	﹤0.01%	256
2023 Q3	$11K	Hold	443	–	–	﹤0.01%	257
2023 Q2	$12K	Sell	443 -488	-52%	-$13.3K	﹤0.01%	273
2023 Q1	$24K	Hold	931	–	–	0.01%	198
2022 Q4	$22K	Hold	931	–	–	0.01%	201
2022 Q3	$23K	Hold	931	–	–	0.01%	200
2022 Q2	$24K	Sell	931 -103	-10%	-$2.73K	0.01%	189
2022 Q1	$29K	Buy	1,034 +1	+0.1%	+$29	0.01%	161
2021 Q4	$31K	Buy	1,033 +1	+0.1%	+$31	0.01%	153
2021 Q3	$32K	Buy	1,032 +1	+0.1%	+$32	0.01%	154
2021 Q2	$34K	Buy	1,031 +2	+0.2%	+$66	0.01%	151
2021 Q1	$33K	Buy	1,029 +1	+0.1%	+$34	0.01%	143
2020 Q4	$36K	Sell	1,028 -81	-7%	-$2.7K	0.01%	144
2020 Q3	$35K	Sell	1,109 -191	-15%	-$6.22K	0.01%	106
2020 Q2	$42K	Sell	1,300 -196	-13%	-$6.11K	0.01%	98
2020 Q1	$44K	Buy	+1,496	New	+$50.6K	0.02%	93

Other funds holding ELD

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

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

AFA

AllGen Financial Advisors Orlando, Florida $421M AUM 14.16% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Avion Wealth's ELD Position: Q1 2026 in Review

Avion Wealth held its WisdomTree Emerging Markets Local Debt Fund (ELD) position steady in Q1 2026 at 443 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Avion Wealth first reported a position in ELD in Q1 2020 and has held it in 25 quarters since. The position peaked at $44K in Q1 2020. 61 funds tracked by Wall St. Rank hold ELD as of Q1 2026.

Avion Wealth held 443 shares of WisdomTree Emerging Markets Local Debt Fund worth $12K as of Q1 2026.
Avion Wealth left its WisdomTree Emerging Markets Local Debt Fund share count unchanged in Q1 2026.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #437 holding.
Avion Wealth first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q1 2020 and has held it in 25 quarters since.
Avion Wealth's WisdomTree Emerging Markets Local Debt Fund position peaked at $44K in Q1 2020.
61 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.