Belpointe Asset Management’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Belpointe Asset Management’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 Q2	–	Sell	-500	Closed	-$31.1K	–	1363
2023 Q1	$31.1K	Hold	500	–	–	﹤0.01%	2026
2022 Q4	$30.9K	Buy	+500	New	+$30K	﹤0.01%	1888

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

OIA

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CWM

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

GLA

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 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

Belpointe Asset Management's EMCB Position: Q2 2023 in Review

Belpointe Asset Management sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q2 2023, closing a stake of 500 shares — an estimated $31.1K sold.

Belpointe Asset Management first reported a position in EMCB in Q4 2022 and held it in 2 quarters. The position peaked at $31.1K in Q1 2023. 23 funds tracked by Wall St. Rank hold EMCB as of Q2 2023.

Belpointe Asset Management reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 500 WisdomTree Emerging Markets Corporate Bond Fund shares in Q2 2023, an estimated $31.1K.
Belpointe Asset Management first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $31.1K in Q1 2023.
23 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.