B. Riley Wealth Advisors’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

B. Riley Wealth Advisors’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
2023 Q3	–	Sell	-3,215	Closed	-$201K	–	1556
2023 Q2	$201K	Hold	3,215	–	–	﹤0.01%	1359
2023 Q1	$200K	Buy	+3,215	New	+$201K	0.01%	1305

Other funds holding EMCB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

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

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

B. Riley Wealth Advisors's EMCB Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q3 2023, closing a stake of 3,215 shares — an estimated $201K sold.

B. Riley Wealth Advisors first reported a position in EMCB in Q1 2023 and held it in 2 quarters. The position peaked at $201K in Q2 2023. 23 funds tracked by Wall St. Rank hold EMCB as of Q3 2023.

B. Riley Wealth Advisors reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,215 WisdomTree Emerging Markets Corporate Bond Fund shares in Q3 2023, an estimated $201K.
B. Riley Wealth Advisors first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q1 2023 and held it in 2 quarters.
B. Riley Wealth Advisors's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $201K in Q2 2023.
23 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.