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

Comprehensive 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
2023 Q3	–	Sell	-31,732	Closed	-$1.98M	–	31
2023 Q2	$1.98M	Buy	31,732 +9,896	+45%	+$617K	1.71%	9
2023 Q1	$1.36M	Buy	21,836 +8,872	+68%	+$556K	1.12%	13
2022 Q4	$802K	Buy	12,964 +2,842	+28%	+$171K	0.74%	14
2022 Q3	$595K	Buy	10,122 +683	+7%	+$41.8K	0.6%	16
2022 Q2	$573K	Buy	9,439 +2,396	+34%	+$151K	0.49%	14
2022 Q1	$465K	Buy	+7,043	New	+$489K	0.47%	15

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

Comprehensive Wealth Management's EMCB Position: Q3 2023 in Review

Comprehensive Wealth Management sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q3 2023, closing a stake of 31,732 shares — an estimated $1.98M sold.

Comprehensive Wealth Management first reported a position in EMCB in Q1 2022 and held it in 6 quarters. The position peaked at $1.98M in Q2 2023. 23 funds tracked by Wall St. Rank hold EMCB as of Q3 2023.

Comprehensive Wealth Management reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q3 2023 after selling out during the quarter.
Comprehensive Wealth Management sold 31,732 WisdomTree Emerging Markets Corporate Bond Fund shares in Q3 2023, an estimated $1.98M.
Comprehensive Wealth Management first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q1 2022 and held it in 6 quarters.
Comprehensive Wealth Management's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $1.98M in Q2 2023.
23 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q3 2023.

Based on Comprehensive Wealth Management's 13F filing for Q3 2023, filed 12 Jan 2024.