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

Barnes Wealth Management Group’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 		$300K Buy
+10,448
New +$301K 0.14% 145

Other funds holding ELD

EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

Barnes Wealth Management Group's ELD Position: Q2 2026 in Review

Barnes Wealth Management Group opened a new position in WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2026: 10,448 shares worth $300K. The stake represents 0.14% of the portfolio and ranks #145 among its holdings.

18 funds tracked by Wall St. Rank hold ELD as of Q2 2026.

  • Barnes Wealth Management Group held 10,448 shares of WisdomTree Emerging Markets Local Debt Fund worth $300K as of Q2 2026.
  • WisdomTree Emerging Markets Local Debt Fund was a new Barnes Wealth Management Group position in Q2 2026.
  • WisdomTree Emerging Markets Local Debt Fund made up 0.14% of Barnes Wealth Management Group's portfolio in Q2 2026, its #145 holding.
  • 18 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.