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

IFP 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
2023
Q4 		– Sell
-164
Closed -$10.1K – 3125
2023
Q3 		$10.1K Hold
164
– – ﹤0.01% 2253
2023
Q2 		$10.2K Hold
164
– – ﹤0.01% 2296
2023
Q1 		$11.4K Buy
164
+148
+925% +$9.27K ﹤0.01% 2238
2022
Q4 		$1K Sell
16
-16
-50% -$961 ﹤0.01% 4328
2022
Q3 		$2K Hold
32
– – ﹤0.01% 4344
2022
Q2 		$2K Hold
32
– – ﹤0.01% 4108
2022
Q1 		$2K Buy
+32
New +$2.22K ﹤0.01% 4106

Other funds holding EMCB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's EMCB Position: Q4 2023 in Review

IFP Advisors sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q4 2023, closing a stake of 164 shares — an estimated $10.1K sold.

IFP Advisors first reported a position in EMCB in Q1 2022 and held it in 7 quarters. The position peaked at $11.4K in Q1 2023. 20 funds tracked by Wall St. Rank hold EMCB as of Q4 2023.

  • IFP Advisors reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 164 WisdomTree Emerging Markets Corporate Bond Fund shares in Q4 2023, an estimated $10.1K.
  • IFP Advisors first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q1 2022 and held it in 7 quarters.
  • IFP Advisors's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $11.4K in Q1 2023.
  • 20 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.