Creative Financial Designs’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Creative Financial Designs’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	$6.32K	Hold	227	–	–	﹤0.01%	1526
2025 Q4	$6.63K	Hold	227	–	–	﹤0.01%	1446
2025 Q3	$6.53K	Hold	227	–	–	﹤0.01%	1466
2025 Q2	$6.35K	Sell	227 -88	-28%	-$2.38K	﹤0.01%	1462
2025 Q1	$8.43K	Buy	315 +23	+8%	+$601	﹤0.01%	1341
2024 Q4	$7.41K	Buy	292 +65	+29%	+$1.72K	﹤0.01%	1332
2024 Q3	$6.34K	Hold	227	–	–	﹤0.01%	1319
2024 Q2	$5.98K	Hold	227	–	–	﹤0.01%	1285
2024 Q1	$6.21K	Hold	227	–	–	﹤0.01%	1267
2023 Q4	$6.37K	Hold	227	–	–	﹤0.01%	1211
2023 Q3	$5.96K	Hold	227	–	–	﹤0.01%	1147
2023 Q2	$6.26K	Sell	227 -59	-21%	-$1.6K	﹤0.01%	1127
2023 Q1	$7.74K	Hold	286	–	–	﹤0.01%	1019
2022 Q4	$7.39K	Hold	286	–	–	﹤0.01%	955
2022 Q3	$7K	Hold	286	–	–	﹤0.01%	957
2022 Q2	$7K	Hold	286	–	–	﹤0.01%	933
2022 Q1	$8K	Buy	+286	New	+$8.3K	﹤0.01%	948
2020 Q3	–	Sell	-130	Closed	-$4K	–	1228
2020 Q2	$4K	Hold	130	–	–	﹤0.01%	909
2020 Q1	$4K	Hold	130	–	–	﹤0.01%	417
2019 Q4	$5K	Hold	130	–	–	﹤0.01%	462
2019 Q3	$4K	Hold	130	–	–	﹤0.01%	491
2019 Q2	$5K	Hold	130	–	–	﹤0.01%	462
2019 Q1	$4K	Hold	130	–	–	﹤0.01%	458
2018 Q4	$4K	Hold	130	–	–	﹤0.01%	450
2018 Q3	$4K	Hold	130	–	–	﹤0.01%	557
2018 Q2	$4K	Buy	+130	New	+$4.77K	﹤0.01%	573

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

Creative Financial Designs's ELD Position: Q1 2026 in Review

Creative Financial Designs held its WisdomTree Emerging Markets Local Debt Fund (ELD) position steady in Q1 2026 at 227 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Creative Financial Designs first reported a position in ELD in Q2 2018 and has held it in 26 quarters since. The position peaked at $8.43K in Q1 2025. 61 funds tracked by Wall St. Rank hold ELD as of Q1 2026.

Creative Financial Designs held 227 shares of WisdomTree Emerging Markets Local Debt Fund worth $6.32K as of Q1 2026.
Creative Financial Designs 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 Creative Financial Designs's portfolio in Q1 2026, its #1526 holding.
Creative Financial Designs first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2018 and has held it in 26 quarters since.
Creative Financial Designs's WisdomTree Emerging Markets Local Debt Fund position peaked at $8.43K in Q1 2025.
61 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.