Strategic Wealth Partners’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History

Strategic Wealth 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 Q3	$941	Buy	34 +1	+3%	+$29	﹤0.01%	990
2026 Q2	$954	Hold	33	–	–	﹤0.01%	1286
2026 Q1	$911	Buy	33 +1	+3%	+$29	﹤0.01%	1266
2025 Q4	$942	Sell	32 -120	-79%	-$3.46K	﹤0.01%	1287
2025 Q3	$4.36K	Buy	152 +1	+0.7%	+$28	﹤0.01%	1065
2025 Q2	$4.23K	Buy	+151	New	+$4.09K	﹤0.01%	920
2019 Q4	–	Sell	-7,044	Closed	-$2.23K	–	232
2019 Q3	$2.23K	Sell	7,044 -1,050	-13%	-$36.9K	0.01%	197
2019 Q2	$286K	Sell	8,094 -12,543	-61%	-$429K	0.14%	115
2019 Q1	$710K	Sell	20,637 -7,818	-27%	-$269K	0.33%	86
2018 Q4	$979K	Sell	28,455 -7,170	-20%	-$236K	0.49%	61
2018 Q3	$1.17M	Buy	35,625 +886	+3%	+$29.7K	0.62%	49
2018 Q2	$1.2M	Sell	34,739 -60,799	-64%	-$2.23M	0.69%	35
2018 Q1	$3.76M	Buy	95,538 +95,128	+23,202%	+$3.74M	1.94%	5
2017 Q4	$16K	Buy	+410	New	+$15.6K	0.01%	405

Other funds holding ELD

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

Foster & Motley Cincinnati, Ohio $2.21B AUM 20.98% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Strategic Wealth Partners's ELD Position: Q3 2026 in Review

Strategic Wealth Partners increased its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 3% in Q3 2026, buying an estimated $29 and bringing the position to 34 shares worth $941. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Strategic Wealth Partners first reported a position in ELD in Q4 2017 and has held it in 14 quarters since. The position peaked at $3.76M in Q1 2018. 58 funds tracked by Wall St. Rank hold ELD as of Q3 2026.

Strategic Wealth Partners held 34 shares of WisdomTree Emerging Markets Local Debt Fund worth $941 as of Q3 2026.
Strategic Wealth Partners bought 1 WisdomTree Emerging Markets Local Debt Fund share in Q3 2026, an estimated $29.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q3 2026, its #990 holding.
Strategic Wealth Partners first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2017 and has held it in 14 quarters since.
Strategic Wealth Partners's WisdomTree Emerging Markets Local Debt Fund position peaked at $3.76M in Q1 2018.
58 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q3 2026.

Based on Strategic Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.