Elevated Capital Advisors’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Elevated Capital Advisors’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 Q1	$728K	Buy	+11,026	New	+$765K	0.24%	115
2021 Q3	$925K	Buy	+12,259	New	+$932K	0.32%	98

Other funds holding EMCB

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

AWM

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

GLA

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

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

NCA

New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Elevated Capital Advisors's EMCB Position: Q1 2022 in Review

Elevated Capital Advisors opened a new position in WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q1 2022: 11,026 shares worth $728K. The stake represents 0.24% of the portfolio and ranks #115 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in EMCB as recently as Q3 2021.

Elevated Capital Advisors first reported a position in EMCB in Q3 2021 and has held it in 2 quarters since. The position peaked at $925K in Q3 2021. 33 funds tracked by Wall St. Rank hold EMCB as of Q1 2022.

Elevated Capital Advisors held 11,026 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $728K as of Q1 2022.
WisdomTree Emerging Markets Corporate Bond Fund was a new Elevated Capital Advisors position in Q1 2022.
WisdomTree Emerging Markets Corporate Bond Fund made up 0.24% of Elevated Capital Advisors's portfolio in Q1 2022, its #115 holding.
Elevated Capital Advisors first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q3 2021 and has held it in 2 quarters since.
Elevated Capital Advisors's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $925K in Q3 2021.
33 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2022.

Based on Elevated Capital Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.