EWM
ELD icon

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

Elmwood Wealth Management’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 		$4.2M Buy
146,261
+4,205
+3% +$121K 1.05% 35
2026
Q1 		$3.95M Buy
142,056
+21,218
+18% +$621K 1.09% 34
2025
Q4 		$3.53M Buy
120,838
+7,885
+7% +$227K 1.11% 32
2025
Q3 		$3.25M Buy
112,953
+7,461
+7% +$211K 1.15% 31
2025
Q2 		$2.95M Sell
105,492
-2,714
-3% -$73.5K 1.17% 34
2025
Q1 		$2.9M Sell
108,206
-1,542
-1% -$40.3K 1.19% 32
2024
Q4 		$2.78M Buy
109,748
+5,700
+5% +$151K 1.12% 33
2024
Q3 		$2.91M Buy
104,048
+973
+0.9% +$26.4K 1.2% 30
2024
Q2 		$2.72M Buy
103,075
+13,074
+15% +$351K 1.21% 31
2024
Q1 		$2.46M Buy
90,001
+43,001
+91% +$1.19M 1.05% 33
2023
Q4 		$1.32M Sell
47,000
-17,078
-27% -$456K 0.93% 35
2023
Q3 		$1.68M Buy
64,078
+2,648
+4% +$72.8K 0.81% 41
2023
Q2 		$1.69M Sell
61,430
-130
-0.2% -$3.53K 0.79% 44
2023
Q1 		$1.67M Buy
61,560
+6,573
+12% +$175K 0.79% 41
2022
Q4 		$1.42M Sell
54,987
-2,790
-5% -$69.8K 0.71% 48
2022
Q3 		$1.4M Buy
57,777
+1,300
+2% +$33.3K 0.7% 47
2022
Q2 		$1.45M Buy
56,477
+8,150
+17% +$216K 0.82% 46
2022
Q1 		$1.35M Buy
48,327
+20,342
+73% +$590K 0.69% 59
2021
Q4 		$839K Buy
+27,985
New +$855K 0.4% 76

Other funds holding ELD

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elmwood Wealth Management's ELD Position: Q2 2026 in Review

Elmwood Wealth Management increased its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 3% in Q2 2026, buying an estimated $121K and bringing the position to 146,261 shares worth $4.2M. The position accounts for 1.05% of the portfolio, ranked #35.

Elmwood Wealth Management first reported a position in ELD in Q4 2021 and has held it in 19 quarters since. 6 funds tracked by Wall St. Rank hold ELD as of Q2 2026.

  • Elmwood Wealth Management held 146,261 shares of WisdomTree Emerging Markets Local Debt Fund worth $4.2M as of Q2 2026.
  • Elmwood Wealth Management bought 4,205 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2026, an estimated $121K.
  • WisdomTree Emerging Markets Local Debt Fund made up 1.05% of Elmwood Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Elmwood Wealth Management first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2021 and has held it in 19 quarters since.
  • 6 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.