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

Fusion Family 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
2017
Q2 		– Sell
-85
Closed -$6K – 294
2017
Q1 		$6K Hold
85
– – ﹤0.01% 217
2016
Q4 		$5K Buy
+85
New +$5.97K ﹤0.01% 303

Other funds holding EMCB

Jane Street
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Fusion Family Wealth's EMCB Position: Q2 2017 in Review

Fusion Family Wealth sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q2 2017, closing a stake of 85 shares — an estimated $6K sold.

Fusion Family Wealth first reported a position in EMCB in Q4 2016 and held it in 2 quarters. The position peaked at $6K in Q1 2017. 21 funds tracked by Wall St. Rank hold EMCB as of Q2 2017.

  • Fusion Family Wealth reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q2 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 85 WisdomTree Emerging Markets Corporate Bond Fund shares in Q2 2017, an estimated $6K.
  • Fusion Family Wealth first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q4 2016 and held it in 2 quarters.
  • Fusion Family Wealth's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $6K in Q1 2017.
  • 21 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.