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Long Wharf Investors’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Long Wharf Investors’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
2014
Q2 		$522K Buy
6,676
+335
+5% +$25.6K 0.41% 90
2014
Q1 		$473K Sell
6,341
-1,683
-21% -$125K 0.41% 95
2013
Q4 		$597K Buy
8,024
+1,830
+30% +$137K 0.54% 53
2013
Q3 		$462K Sell
6,194
-9,001
-59% -$665K 0.44% 79
2013
Q2 		$1.12M Buy
+15,195
New +$1.19M 1.1% 27

Other funds holding EMCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAAM
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Long Wharf Investors's EMCB Position: Q2 2014 in Review

Long Wharf Investors increased its WisdomTree Emerging Markets Corporate Bond Fund (EMCB) stake by 5.3% in Q2 2014, buying an estimated $25.6K and bringing the position to 6,676 shares worth $522K. The position accounts for 0.41% of the portfolio, ranked #90.

Long Wharf Investors first reported a position in EMCB in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.12M in Q2 2013. 24 funds tracked by Wall St. Rank hold EMCB as of Q2 2014.

  • Long Wharf Investors held 6,676 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $522K as of Q2 2014.
  • Long Wharf Investors bought 335 WisdomTree Emerging Markets Corporate Bond Fund shares in Q2 2014, an estimated $25.6K.
  • WisdomTree Emerging Markets Corporate Bond Fund made up 0.41% of Long Wharf Investors's portfolio in Q2 2014, its #90 holding.
  • Long Wharf Investors first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q2 2013 and has held it in 5 quarters since.
  • Long Wharf Investors's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $1.12M in Q2 2013.
  • 24 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.