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Gradient Investments’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-125
Closed -$8.04K – 599
2024
Q2 		$8.04K Buy
+125
New +$8.04K ﹤0.01% 778

Other funds holding EMCB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gradient Investments's EMCB Position: Q3 2024 in Review

Gradient Investments sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q3 2024, closing a stake of 125 shares — an estimated $8.04K sold.

Gradient Investments first reported a position in EMCB in Q2 2024 and held it in 1 quarter. The position peaked at $8.04K in Q2 2024. 18 funds tracked by Wall St. Rank hold EMCB as of Q3 2024.

  • Gradient Investments reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 125 WisdomTree Emerging Markets Corporate Bond Fund shares in Q3 2024, an estimated $8.04K.
  • Gradient Investments first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $8.04K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.