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 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	$3.75M	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 $29.1B AUM 22.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AFA

AllGen Financial Advisors Orlando, Florida $421M AUM 14.16% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Strategic Wealth Partners's ELD Position: Q1 2026 in Review

Strategic Wealth Partners increased its WisdomTree Emerging Markets Local Debt Fund (ELD) stake by 3.1% in Q1 2026, buying an estimated $29 and bringing the position to 33 shares worth $911. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Strategic Wealth Partners first reported a position in ELD in Q4 2017 and has held it in 12 quarters since. The position peaked at $3.75M in Q1 2018. 61 funds tracked by Wall St. Rank hold ELD as of Q1 2026.

Strategic Wealth Partners held 33 shares of WisdomTree Emerging Markets Local Debt Fund worth $911 as of Q1 2026.
Strategic Wealth Partners bought 1 WisdomTree Emerging Markets Local Debt Fund share in Q1 2026, an estimated $29.
WisdomTree Emerging Markets Local Debt Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1266 holding.
Strategic Wealth Partners first reported a position in WisdomTree Emerging Markets Local Debt Fund in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's WisdomTree Emerging Markets Local Debt Fund position peaked at $3.75M in Q1 2018.
61 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Local Debt Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.