Great Valley Advisor Group
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Great Valley Advisor Group’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Great Valley Advisor Group’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
2026
Q3 		$3.1M Buy
+48,553
New +$3.19M 0.04% 350

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Occidental Asset Management
Occidental Asset Management Burlingame, California $1.16B AUM 26.15% 1-Year Est. Return
Kestra Advisory Services
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Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Schwallier Wealth Management
Schwallier Wealth Management Grand Rapids, Michigan $157M AUM 10.94% 1-Year Est. Return
Nations Financial Group
Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Great Valley Advisor Group's EMCB Position: Q3 2026 in Review

Great Valley Advisor Group opened a new position in WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q3 2026: 48,553 shares worth $3.1M. The stake represents 0.04% of the portfolio and ranks #350 among its holdings.

17 funds tracked by Wall St. Rank hold EMCB as of Q3 2026.

  • Great Valley Advisor Group held 48,553 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $3.1M as of Q3 2026.
  • WisdomTree Emerging Markets Corporate Bond Fund was a new Great Valley Advisor Group position in Q3 2026.
  • WisdomTree Emerging Markets Corporate Bond Fund made up 0.04% of Great Valley Advisor Group's portfolio in Q3 2026, its #350 holding.
  • 17 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.