Colony Group’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Colony Group’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 Q4	–	Sell	-46,247	Closed	-$2.72M	–	849
2022 Q3	$2.72M	Sell	46,247 -25,881	-36%	-$1.58M	0.05%	287
2022 Q2	$4.38M	Sell	72,128 -1,538	-2%	-$97.1K	0.08%	217
2022 Q1	$4.87M	Sell	73,666 -200	-0.3%	-$13.9K	0.07%	228
2021 Q4	$5.47M	Buy	+73,866	New	+$5.5M	0.1%	178
2017 Q4	–	Sell	-3,518	Closed	-$257K	–	490
2017 Q3	$257K	Sell	3,518 -120	-3%	-$8.69K	0.02%	382
2017 Q2	$260K	Buy	+3,638	New	+$262K	0.02%	373
2016 Q1	–	Sell	-15,022	Closed	-$985K	–	361
2015 Q4	$985K	Buy	15,022 +769	+5%	+$51.8K	0.09%	193
2015 Q3	$944K	Buy	14,253 +5,760	+68%	+$400K	0.11%	177
2015 Q2	$611K	Buy	8,493 +4,190	+97%	+$305K	0.06%	243
2015 Q1	$307K	Buy	+4,303	New	+$306K	0.03%	252
2014 Q4	–	Sell	-5,376	Closed	-$410K	–	780
2014 Q3	$410K	Buy	+5,376	New	+$417K	0.05%	259

Other funds holding EMCB

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

MNBTD

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

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

OIA

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

CWM

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

FTUS

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

GLA

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

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

AWM

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Colony Group's EMCB Position: Q4 2022 in Review

Colony Group sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q4 2022, closing a stake of 46,247 shares — an estimated $2.72M sold.

Colony Group first reported a position in EMCB in Q3 2014 and held it in 11 quarters. The position peaked at $5.47M in Q4 2021. 26 funds tracked by Wall St. Rank hold EMCB as of Q4 2022.

Colony Group reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q4 2022 after selling out during the quarter.
Colony Group sold 46,247 WisdomTree Emerging Markets Corporate Bond Fund shares in Q4 2022, an estimated $2.72M.
Colony Group first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q3 2014 and held it in 11 quarters.
Colony Group's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $5.47M in Q4 2021.
26 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q4 2022.

Based on Colony Group's 13F filing for Q4 2022, filed 14 Feb 2023.