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 Q3	$358K	Buy	12,960 +285	+2%	+$8.18K	0.09%	234
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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Net Worth Advisory Group's ELD Position: Q3 2026 in Review

Net Worth Advisory Group increased its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 2.2% in Q3 2026, buying an estimated $8.18K and bringing the position to 12,960 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #234.

Net Worth Advisory Group first reported a position in ELD in Q3 2024 and has held it in 9 quarters since. The position peaked at $368K in Q4 2025. 8 funds tracked by Wall St. Rank hold ELD as of Q3 2026.

Net Worth Advisory Group held 12,960 shares of WisdomTree Emerging Markets Local Debt Fund worth $358K as of Q3 2026.
Net Worth Advisory Group bought 285 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2026, an estimated $8.18K.
WisdomTree Emerging Markets Local Debt Fund made up 0.09% of Net Worth Advisory Group's portfolio in Q3 2026, its #234 holding.
Net Worth Advisory Group first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's WisdomTree Emerging Markets Local Debt Fund position peaked at $368K in Q4 2025.
8 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.