Net Worth Advisory Group’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Net Worth Advisory Group’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	$364K	Sell	12,675 -142	-1%	-$4.09K	0.09%	227
2026 Q1	$357K	Buy	12,817 +205	+2%	+$6K	0.07%	265
2025 Q4	$368K	Buy	12,612 +667	+6%	+$19.2K	0.07%	258
2025 Q3	$343K	Sell	11,945 -335	-3%	-$9.48K	0.1%	235
2025 Q2	$343K	Buy	12,280 +161	+1%	+$4.36K	0.08%	266
2025 Q1	$324K	Buy	12,119 +249	+2%	+$6.51K	0.1%	228
2024 Q4	$301K	Sell	11,870 -230	-2%	-$6.08K	0.09%	246
2024 Q3	$338K	Buy	+12,100	New	+$328K	0.1%	235

Other funds holding ELD

EWM

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Net Worth Advisory Group's ELD Position: Q2 2026 in Review

Net Worth Advisory Group reduced its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 1.1% in Q2 2026, selling an estimated $4.09K and leaving 12,675 shares worth $364K. The position accounts for 0.09% of the portfolio, ranked #227.

Net Worth Advisory Group first reported a position in ELD in Q3 2024 and has held it in 8 quarters since. The position peaked at $368K in Q4 2025. 6 funds tracked by Wall St. Rank hold ELD as of Q2 2026.

Net Worth Advisory Group held 12,675 shares of WisdomTree Emerging Markets Local Debt Fund worth $364K as of Q2 2026.
Net Worth Advisory Group sold 142 WisdomTree Emerging Markets Local Debt Fund shares in Q2 2026, an estimated $4.09K.
WisdomTree Emerging Markets Local Debt Fund made up 0.09% of Net Worth Advisory Group's portfolio in Q2 2026, its #227 holding.
Net Worth Advisory Group first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's WisdomTree Emerging Markets Local Debt Fund position peaked at $368K in Q4 2025.
6 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.