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

Element Wealth’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	-1,350	Closed	-$79K	–	205
2022 Q3	$79K	Hold	1,350	–	–	0.07%	135
2022 Q2	$82K	Hold	1,350	–	–	0.08%	129
2022 Q1	$89K	Buy	+1,350	New	+$93.7K	0.07%	137

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

Element Wealth's EMCB Position: Q4 2022 in Review

Element Wealth sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q4 2022, closing a stake of 1,350 shares — an estimated $79K sold.

Element Wealth first reported a position in EMCB in Q1 2022 and held it in 3 quarters. The position peaked at $89K in Q1 2022. 26 funds tracked by Wall St. Rank hold EMCB as of Q4 2022.

Element Wealth reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q4 2022 after selling out during the quarter.
Element Wealth sold 1,350 WisdomTree Emerging Markets Corporate Bond Fund shares in Q4 2022, an estimated $79K.
Element Wealth first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q1 2022 and held it in 3 quarters.
Element Wealth's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $89K in Q1 2022.
26 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q4 2022.

Based on Element Wealth's 13F filing for Q4 2022, filed 17 Jan 2023.