LPL Financial’s WisdomTree Emerging Markets Consumer Growth Fund EMCG Stock Holding History

LPL Financial’s Portfolio EMCG Stock Details EMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-21,703	Closed	-$510K	–	3527
2019 Q4	$510K	Buy	21,703 +1,513	+7%	+$33.8K	﹤0.01%	2359
2019 Q3	$432K	Sell	20,190 -180	-0.9%	-$3.94K	﹤0.01%	2377
2019 Q2	$459K	Buy	+20,370	New	+$451K	﹤0.01%	2340
2017 Q3	–	Sell	-9,490	Closed	-$220K	–	3008
2017 Q2	$220K	Hold	9,490	–	–	﹤0.01%	2516
2017 Q1	$215K	Buy	+9,490	New	+$204K	﹤0.01%	2452
2016 Q4	–	Sell	-9,490	Closed	-$215K	–	2892
2016 Q3	$215K	Buy	+9,490	New	+$212K	﹤0.01%	2364

Other funds holding EMCG

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's EMCG Position: Q1 2020 in Review

LPL Financial sold out of WisdomTree Emerging Markets Consumer Growth Fund (EMCG) in Q1 2020, closing a stake of 21,703 shares — an estimated $510K sold.

LPL Financial first reported a position in EMCG in Q3 2016 and held it in 6 quarters. The position peaked at $510K in Q4 2019. 12 funds tracked by Wall St. Rank hold EMCG as of Q1 2020.

LPL Financial reported no remaining WisdomTree Emerging Markets Consumer Growth Fund position as of Q1 2020 after selling out during the quarter.
LPL Financial sold 21,703 WisdomTree Emerging Markets Consumer Growth Fund shares in Q1 2020, an estimated $510K.
LPL Financial first reported a position in WisdomTree Emerging Markets Consumer Growth Fund in Q3 2016 and held it in 6 quarters.
LPL Financial's WisdomTree Emerging Markets Consumer Growth Fund position peaked at $510K in Q4 2019.
12 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Consumer Growth Fund as of Q1 2020.

Based on LPL Financial's 13F filing for Q1 2020, filed 14 May 2020.