S.A. Mason’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

S.A. Mason’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 Q3	–	Sell	-1,695	Closed	-$47.4K	–	282
2025 Q2	$47.4K	Hold	1,695	–	–	0.02%	290
2025 Q1	$45.4K	Hold	1,695	–	–	0.02%	280
2024 Q4	$43K	Hold	1,695	–	–	0.02%	279
2024 Q3	$47.4K	Hold	1,695	–	–	0.03%	271
2024 Q2	$44.7K	Hold	1,695	–	–	0.03%	259
2024 Q1	$46.4K	Hold	1,695	–	–	0.03%	251
2023 Q4	$47.6K	Hold	1,695	–	–	0.03%	242
2023 Q3	$44.5K	Hold	1,695	–	–	0.03%	249
2023 Q2	$45.9K	Hold	1,695	–	–	0.03%	255
2023 Q1	$45.9K	Hold	1,695	–	–	0.03%	255
2022 Q4	$43.8K	Hold	1,695	–	–	0.03%	254
2022 Q3	$41K	Hold	1,695	–	–	0.03%	261
2022 Q2	$43K	Hold	1,695	–	–	0.03%	260
2022 Q1	$47K	Hold	1,695	–	–	0.03%	269
2021 Q4	$51K	Hold	1,695	–	–	0.03%	260
2021 Q3	$53K	Hold	1,695	–	–	0.03%	253
2021 Q2	$55K	Hold	1,695	–	–	0.04%	243
2021 Q1	$54K	Hold	1,695	–	–	0.04%	235
2020 Q4	$59K	Hold	1,695	–	–	0.05%	217
2020 Q3	$54K	Hold	1,695	–	–	0.05%	206
2020 Q2	$54K	Hold	1,695	–	–	0.06%	209
2020 Q1	$50K	Hold	1,695	–	–	0.06%	204
2019 Q4	$61K	Buy	+1,695	New	+$59.6K	0.06%	212

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

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

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

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

PHS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

S.A. Mason's ELD Position: Q3 2025 in Review

S.A. Mason sold out of WisdomTree Emerging Markets Local Debt Fund (ELD) in Q3 2025, closing a stake of 1,695 shares — an estimated $47.4K sold.

S.A. Mason first reported a position in ELD in Q4 2019 and held it in 23 quarters. The position peaked at $61K in Q4 2019. 46 funds tracked by Wall St. Rank hold ELD as of Q3 2025.

S.A. Mason reported no remaining WisdomTree Emerging Markets Local Debt Fund position as of Q3 2025 after selling out during the quarter.
S.A. Mason sold 1,695 WisdomTree Emerging Markets Local Debt Fund shares in Q3 2025, an estimated $47.4K.
S.A. Mason first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2019 and held it in 23 quarters.
S.A. Mason's WisdomTree Emerging Markets Local Debt Fund position peaked at $61K in Q4 2019.
46 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.