ACG Wealth
EMCB icon

ACG Wealth’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

ACG Wealth’s Portfolio EMCB Stock Details EMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-375
Closed -$23K – 445
2022
Q2 		$23K Buy
+375
New +$23.7K ﹤0.01% 548

Other funds holding EMCB

Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Collaborative Wealth Management
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Colony Group
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Good Life Advisors
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
New Century Advisors
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

ACG Wealth's EMCB Position: Q3 2022 in Review

ACG Wealth sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q3 2022, closing a stake of 375 shares — an estimated $23K sold.

ACG Wealth first reported a position in EMCB in Q2 2022 and held it in 1 quarter. The position peaked at $23K in Q2 2022. 29 funds tracked by Wall St. Rank hold EMCB as of Q3 2022.

  • ACG Wealth reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 375 WisdomTree Emerging Markets Corporate Bond Fund shares in Q3 2022, an estimated $23K.
  • ACG Wealth first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $23K in Q2 2022.
  • 29 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.