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JFS Wealth Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

JFS Wealth Advisors’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 		$26.4K Hold
919
– – ﹤0.01% 696
2026
Q1 		$25.6K Hold
919
– – ﹤0.01% 679
2025
Q4 		$26.8K Sell
919
-146
-14% -$4.21K ﹤0.01% 668
2025
Q3 		$30.6K Hold
1,065
– – ﹤0.01% 604
2025
Q2 		$29.8K Hold
1,065
– – ﹤0.01% 570
2025
Q1 		$28.5K Hold
1,065
– – ﹤0.01% 588
2024
Q4 		$27K Hold
1,065
– – ﹤0.01% 578
2024
Q3 		$29.8K Hold
1,065
– – ﹤0.01% 557
2024
Q2 		$28.1K Hold
1,065
– – ﹤0.01% 525
2024
Q1 		$29.2K Hold
1,065
– – ﹤0.01% 539
2023
Q4 		$29.9K Hold
1,065
– – ﹤0.01% 498
2023
Q3 		$28K Hold
1,065
– – ﹤0.01% 472
2023
Q2 		$29.4K Hold
1,065
– – ﹤0.01% 455
2023
Q1 		$28.8K Hold
1,065
– – ﹤0.01% 457
2022
Q4 		$27.5K Hold
1,065
– – ﹤0.01% 465
2022
Q3 		$26K Hold
1,065
– – ﹤0.01% 510
2022
Q2 		$27K Hold
1,065
– – ﹤0.01% 525
2022
Q1 		$30K Hold
1,065
– – ﹤0.01% 519
2021
Q4 		$32K Hold
1,065
– – ﹤0.01% 493
2021
Q3 		$33K Hold
1,065
– – ﹤0.01% 469
2021
Q2 		$35K Hold
1,065
– – 0.01% 310
2021
Q1 		$34K Sell
1,065
-310
-23% -$10.4K 0.01% 286
2020
Q4 		$48K Hold
1,375
– – 0.01% 255
2020
Q3 		$44K Hold
1,375
– – 0.01% 251
2020
Q2 		$44K Hold
1,375
– – 0.01% 238
2020
Q1 		$41K Hold
1,375
– – 0.01% 231
2019
Q4 		$49K Hold
1,375
– – 0.01% 243
2019
Q3 		$47K Sell
1,375
-300
-18% -$10.5K 0.01% 240
2019
Q2 		$59K Hold
1,675
– – 0.01% 229
2019
Q1 		$57K Hold
1,675
– – 0.01% 220
2018
Q4 		$56K Hold
1,675
– – 0.02% 217
2018
Q3 		$55K Sell
1,675
-48
-3% -$1.61K 0.01% 239
2018
Q2 		$59K Sell
1,723
-1
-0.1% -$37 0.02% 232
2018
Q1 		$68K Hold
1,724
– – 0.02% 224
2017
Q4 		$66K Hold
1,724
– – 0.02% 232
2017
Q3 		$67K Sell
1,724
-5
-0.3% -$193 0.02% 217
2017
Q2 		$66K Sell
1,729
-5,079
-75% -$193K 0.02% 201
2017
Q1 		$244K Hold
6,808
– – 0.07% 111
2016
Q4 		$244K Sell
6,808
-1,566
-19% -$57.1K 0.07% 111
2016
Q3 		$319K Sell
8,374
-1,676
-17% -$63.4K 0.09% 102
2016
Q2 		$376K Sell
10,050
-7,211
-42% -$265K 0.1% 110
2016
Q1 		$636K Sell
17,261
-9,810
-36% -$338K 0.19% 78
2015
Q4 		$928K Sell
27,071
-2,286
-8% -$80.8K 0.27% 66
2015
Q3 		$1.02M Buy
29,357
+638
+2% +$23.4K 0.45% 53
2015
Q2 		$1.12M Sell
28,719
-814
-3% -$32.6K 0.57% 41
2015
Q1 		$1.17M Sell
29,533
-108
-0.4% -$4.4K 0.55% 41
2014
Q4 		$1.23M Sell
29,641
-538
-2% -$23.5K 0.2% 27
2014
Q3 		$1.35M Sell
30,179
-1,994
-6% -$93.3K 0.24% 26
2014
Q2 		$1.53M Sell
32,173
-17,161
-35% -$802K 0.28% 26
2014
Q1 		$2.26M Sell
49,334
-13,729
-22% -$617K 1.25% 21
2013
Q4 		$2.9M Sell
63,063
-3,746
-6% -$176K 1.26% 20
2013
Q3 		$3.15M Buy
66,809
+5,484
+9% +$259K 1.47% 17
2013
Q2 		$2.95M Buy
+61,325
New +$3.17M 1.48% 19

Other funds holding ELD

EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

JFS Wealth Advisors's ELD Position: Q2 2026 in Review

JFS Wealth Advisors held its WisdomTree Emerging Markets Local Debt Fund (ELD) position steady in Q2 2026 at 919 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

JFS Wealth Advisors first reported a position in ELD in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.15M in Q3 2013. 6 funds tracked by Wall St. Rank hold ELD as of Q2 2026.

  • JFS Wealth Advisors held 919 shares of WisdomTree Emerging Markets Local Debt Fund worth $26.4K as of Q2 2026.
  • JFS Wealth Advisors left its WisdomTree Emerging Markets Local Debt Fund share count unchanged in Q2 2026.
  • WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #696 holding.
  • JFS Wealth Advisors first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q2 2013 and has held it in 53 quarters since.
  • JFS Wealth Advisors's WisdomTree Emerging Markets Local Debt Fund position peaked at $3.15M in Q3 2013.
  • 6 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.