Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q3 		– Sell
-1
Closed – – 5340
2025
Q2 		$0 Sell
1
-1,650
-100% -$44.7K ﹤0.01% 5161
2025
Q1 		$44K Hold
1,651
– – ﹤0.01% 3081
2024
Q4 		$42K Hold
1,651
– – ﹤0.01% 2926
2024
Q3 		$46K Sell
1,651
-17
-1% -$461 ﹤0.01% 2749
2024
Q2 		$44K Hold
1,668
– – ﹤0.01% 2558
2024
Q1 		$46K Sell
1,668
-386
-19% -$10.6K ﹤0.01% 2339
2023
Q4 		$58K Buy
2,054
+386
+23% +$10.3K ﹤0.01% 2079
2023
Q3 		$44K Sell
1,668
-1
-0.1% -$27 ﹤0.01% 2135
2023
Q2 		$46K Buy
+1,669
New +$45.4K ﹤0.01% 2054
2021
Q2 		$12K Hold
366
– – ﹤0.01% 2014
2021
Q1 		$12K Hold
366
– – ﹤0.01% 2014
2020
Q4 		$12K Hold
366
– – ﹤0.01% 2014
2020
Q3 		$12K Hold
366
– – ﹤0.01% 2013
2020
Q2 		$12K Hold
366
– – ﹤0.01% 2013
2020
Q1 		$12K Hold
366
– – ﹤0.01% 2013
2019
Q4 		$12K Hold
366
– – ﹤0.01% 2013
2019
Q3 		$12K Hold
366
– – ﹤0.01% 2013
2019
Q2 		$12K Hold
366
– – ﹤0.01% 2013
2019
Q1 		$12K Buy
+366
New +$12.6K ﹤0.01% 2013
2016
Q3 		– Sell
-95
Closed -$4K – 1006
2016
Q2 		$4K Sell
95
-32
-25% -$1.17K ﹤0.01% 653
2016
Q1 		$5K Buy
+127
New +$4.38K ﹤0.01% 593
2015
Q4 		– Sell
-44
Closed -$2K – 700
2015
Q3 		$2K Buy
+44
New +$1.61K ﹤0.01% 574

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ELD Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2025, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in ELD in Q3 2015 and held it in 22 quarters. The position peaked at $58K in Q4 2023. 46 funds tracked by Wall St. Rank hold ELD as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 WisdomTree Emerging Markets Local Debt Fund share in Q3 2025.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q3 2015 and held it in 22 quarters.
  • Carson Wealth (CWM LLC)'s WisdomTree Emerging Markets Local Debt Fund position peaked at $58K in Q4 2023.
  • 46 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.