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

Lenox Wealth 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
2021
Q2 		– Sell
-1
Closed – – 723
2021
Q1 		$0 Hold
1
– – ﹤0.01% 700
2020
Q4 		$0 Hold
1
– – ﹤0.01% 630
2020
Q3 		$0 Hold
1
– – ﹤0.01% 592
2020
Q2 		$0 Hold
1
– – ﹤0.01% 645
2020
Q1 		$0 Buy
+1
New +$71 ﹤0.01% 814

Other funds holding EMCB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lenox Wealth Advisors's EMCB Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q2 2021, closing a stake of 1 share.

Lenox Wealth Advisors first reported a position in EMCB in Q1 2020 and held it in 5 quarters. The position peaked at $0 in Q1 2021. 24 funds tracked by Wall St. Rank hold EMCB as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1 WisdomTree Emerging Markets Corporate Bond Fund share in Q2 2021.
  • Lenox Wealth Advisors first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q1 2020 and held it in 5 quarters.
  • Lenox Wealth Advisors's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $0 in Q1 2021.
  • 24 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.