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

Collaborative Wealth 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
2026 Q1	$248K	Sell	3,780 -20,572	-84%	-$1.38M	0.11%	128
2025 Q4	$1.62M	Sell	24,352 -3,626	-13%	-$243K	0.57%	40
2025 Q3	$1.87M	Sell	27,978 -2,387	-8%	-$159K	0.76%	32
2025 Q2	$2M	Sell	30,365 -1,646	-5%	-$107K	0.87%	28
2025 Q1	$2.09M	Sell	32,011 -1,365	-4%	-$89.2K	0.98%	25
2024 Q4	$2.17M	Sell	33,376 -2,650	-7%	-$174K	0.98%	26
2024 Q3	$2.4M	Sell	36,026 -790	-2%	-$52K	1.09%	24
2024 Q2	$2.37M	Sell	36,816 -2,056	-5%	-$132K	1.16%	22
2024 Q1	$2.51M	Sell	38,872 -1,501	-4%	-$96.3K	1.26%	21
2023 Q4	$2.58M	Sell	40,373 -1,853	-4%	-$115K	1.4%	20
2023 Q3	$2.6M	Sell	42,226 -2,815	-6%	-$175K	1.55%	19
2023 Q2	$2.81M	Sell	45,041 -1,736	-4%	-$108K	1.67%	15
2023 Q1	$2.91M	Sell	46,777 -479	-1%	-$30K	1.84%	15
2022 Q4	$2.92M	Sell	47,256 -378	-0.8%	-$22.7K	1.92%	11
2022 Q3	$2.8M	Buy	47,634 +4,020	+9%	+$246K	1.98%	10
2022 Q2	$2.65M	Buy	+43,614	New	+$2.75M	1.74%	10
2021 Q4	$2.77M	Buy	+37,485	New	+$2.79M	1.52%	11
2021 Q1	$2.62M	Buy	+39,600	New	+$3.02M	1.51%	11

Other funds holding EMCB

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

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

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

KAS

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

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

AWM

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

SWM

Schwallier Wealth Management Grand Rapids, Michigan $137M AUM 10.61% 1-Year Est. Return

MNBTD

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

Collaborative Wealth Management's EMCB Position: Q1 2026 in Review

Collaborative Wealth Management reduced its WisdomTree Emerging Markets Corporate Bond Fund (EMCB) stake by 84% in Q1 2026, selling an estimated $1.38M and leaving 3,780 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #128.

Collaborative Wealth Management first reported a position in EMCB in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.92M in Q4 2022. 35 funds tracked by Wall St. Rank hold EMCB as of Q1 2026.

Collaborative Wealth Management held 3,780 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $248K as of Q1 2026.
Collaborative Wealth Management sold 20,572 WisdomTree Emerging Markets Corporate Bond Fund shares in Q1 2026, an estimated $1.38M.
WisdomTree Emerging Markets Corporate Bond Fund made up 0.11% of Collaborative Wealth Management's portfolio in Q1 2026, its #128 holding.
Collaborative Wealth Management first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q1 2021 and has held it in 18 quarters since.
Collaborative Wealth Management's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $2.92M in Q4 2022.
35 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.