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
2026 Q2	$1.44K	Buy	+50	New	+$1.44K	﹤0.01%	4127
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 $31.4B AUM 31.97% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Global Retirement Partners's ELD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree Emerging Markets Local Debt Fund (ELD) in Q2 2026: 50 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #4127 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ELD as recently as Q4 2025.

Global Retirement Partners first reported a position in ELD in Q2 2018 and has held it in 27 quarters since. The position peaked at $50K in Q2 2020. 63 funds tracked by Wall St. Rank hold ELD as of Q2 2026.

Global Retirement Partners held 50 shares of WisdomTree Emerging Markets Local Debt Fund worth $1.44K as of Q2 2026.
WisdomTree Emerging Markets Local Debt Fund was a new Global Retirement Partners position in Q2 2026.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4127 holding.
Global Retirement Partners first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2018 and has held it in 27 quarters since.
Global Retirement Partners's WisdomTree Emerging Markets Local Debt Fund position peaked at $50K in Q2 2020.
63 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.