CWM
Collaborative Wealth Management’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
30,365
-1,646
| -5% | -$109K | 0.87% | 28 |
|
|
2025
Q1 | $2.09M | Sell |
32,011
-1,365
| -4% | -$89.3K | 0.98% | 25 |
|
|
2024
Q4 | $2.17M | Sell |
33,376
-2,650
| -7% | -$172K | 0.98% | 26 |
|
|
2024
Q3 | $2.4M | Sell |
36,026
-790
| -2% | -$52.7K | 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% | -$97.1K | 1.26% | 21 |
|
|
2023
Q4 | $2.58M | Sell |
40,373
-1,853
| -4% | -$118K | 1.4% | 20 |
|
|
2023
Q3 | $2.6M | Sell |
42,226
-2,815
| -6% | -$173K | 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% | -$29.8K | 1.84% | 15 |
|
|
2022
Q4 | $2.92M | Sell |
47,256
-378
| -0.8% | -$23.4K | 1.92% | 11 |
|
|
2022
Q3 | $2.8M | Buy |
47,634
+4,020
| +9% | +$236K | 1.98% | 10 |
|
|
2022
Q2 | $2.65M | Buy |
+43,614
| New | +$2.65M | 1.74% | 10 |
|
|
2021
Q4 | $2.77M | Buy |
+37,485
| New | +$2.77M | 1.52% | 11 |
|
|
2021
Q1 | $2.62M | Buy |
+39,600
| New | +$2.62M | 1.51% | 11 |
|