Global Retirement Partners’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Global Retirement Partners’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 Q4	$1.46K	Hold	50	–	–	﹤0.01%	3809
2025 Q3	$1.44K	Hold	50	–	–	﹤0.01%	3423
2025 Q2	$1.4K	Buy	+50	New	+$1.35K	﹤0.01%	3358
2024 Q4	$1.27K	Hold	50	–	–	﹤0.01%	3222
2024 Q3	$1.4K	Hold	50	–	–	﹤0.01%	3046
2024 Q2	$1.32K	Hold	50	–	–	﹤0.01%	3093
2024 Q1	$1.37K	Hold	50	–	–	﹤0.01%	2881
2023 Q4	$1.37K	Buy	+50	New	+$1.34K	﹤0.01%	2803
2023 Q3	–	Sell	-700	Closed	-$19.3K	–	3274
2023 Q2	$19.3K	Hold	700	–	–	﹤0.01%	1681
2023 Q1	$19K	Sell	700 -930	-57%	-$24.7K	﹤0.01%	1657
2022 Q4	$42.1K	Hold	1,630	–	–	﹤0.01%	1166
2022 Q3	$39K	Hold	1,630	–	–	﹤0.01%	1116
2022 Q2	$42K	Buy	1,630 +700	+75%	+$18.5K	﹤0.01%	1052
2022 Q1	$25K	Buy	+930	New	+$27K	﹤0.01%	1264
2021 Q4	–	Sell	-930	Closed	-$29K	–	640
2021 Q3	$29K	Sell	930 -436	-32%	-$14K	﹤0.01%	1067
2021 Q2	$45K	Hold	1,366	–	–	﹤0.01%	890
2021 Q1	$44K	Hold	1,366	–	–	0.01%	837
2020 Q4	$48K	Hold	1,366	–	–	0.01%	731
2020 Q3	$43K	Sell	1,366 -215	-14%	-$7K	0.01%	679
2020 Q2	$50K	Buy	1,581 +1,145	+263%	+$35.7K	0.01%	641
2020 Q1	$13K	Hold	436	–	–	﹤0.01%	938
2019 Q4	$16K	Hold	436	–	–	﹤0.01%	1014
2019 Q3	$15K	Hold	436	–	–	﹤0.01%	1003
2019 Q2	$15K	Hold	436	–	–	﹤0.01%	1003
2019 Q1	$15K	Buy	+436	New	+$15K	﹤0.01%	917
2018 Q3	–	Sell	-194	Closed	-$7K	–	1542
2018 Q2	$7K	Buy	+194	New	+$7.12K	﹤0.01%	1091

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

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

EWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Retirement Partners's ELD Position: Q4 2025 in Review

Global Retirement Partners held its WisdomTree Emerging Markets Local Debt Fund (ELD) position steady in Q4 2025 at 50 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3809.

Global Retirement Partners first reported a position in ELD in Q2 2018 and has held it in 26 quarters since. The position peaked at $50K in Q2 2020. 52 funds tracked by Wall St. Rank hold ELD as of Q4 2025.

Global Retirement Partners held 50 shares of WisdomTree Emerging Markets Local Debt Fund worth $1.46K as of Q4 2025.
Global Retirement Partners left its WisdomTree Emerging Markets Local Debt Fund share count unchanged in Q4 2025.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3809 holding.
Global Retirement Partners first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2018 and has held it in 26 quarters since.
Global Retirement Partners's WisdomTree Emerging Markets Local Debt Fund position peaked at $50K in Q2 2020.
52 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.