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Heritage Wealth Management (Arizona)’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		– Sell
-135
Closed -$8.19K – 1037
2022
Q2 		$8.19K Hold
135
– – ﹤0.01% 696
2022
Q1 		$9K Buy
+135
New +$9.37K ﹤0.01% 722
2021
Q3 		$22K Hold
290
– – 0.01% 542
2021
Q2 		$22K Buy
+290
New +$22K 0.01% 550

Other funds holding EMCB

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EMCB Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q3 2022, closing a stake of 135 shares — an estimated $8.19K sold.

Heritage Wealth Management (Arizona) first reported a position in EMCB in Q2 2021 and held it in 4 quarters. The position peaked at $22K in Q3 2021. 29 funds tracked by Wall St. Rank hold EMCB as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 135 WisdomTree Emerging Markets Corporate Bond Fund shares in Q3 2022, an estimated $8.19K.
  • Heritage Wealth Management (Arizona) first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q2 2021 and held it in 4 quarters.
  • Heritage Wealth Management (Arizona)'s WisdomTree Emerging Markets Corporate Bond Fund position peaked at $22K in Q3 2021.
  • 29 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.