Merit Financial Group
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Merit Financial Group’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Merit Financial Group’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
2025
Q1 		– Sell
-3,088
Closed -$200K – 1412
2024
Q4 		$200K Buy
+3,088
New +$203K ﹤0.01% 1101

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Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Good Life Advisors
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Anderson Financial Strategies
Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return
Collaborative Wealth Management
Collaborative Wealth Management Lake Mary, Florida $238M AUM 10.68% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Merit Financial Group's EMCB Position: Q1 2025 in Review

Merit Financial Group sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q1 2025, closing a stake of 3,088 shares — an estimated $200K sold.

Merit Financial Group first reported a position in EMCB in Q4 2024 and held it in 1 quarter. The position peaked at $200K in Q4 2024. 26 funds tracked by Wall St. Rank hold EMCB as of Q1 2025.

  • Merit Financial Group reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Merit Financial Group sold 3,088 WisdomTree Emerging Markets Corporate Bond Fund shares in Q1 2025, an estimated $200K.
  • Merit Financial Group first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q4 2024 and held it in 1 quarter.
  • Merit Financial Group's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $200K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2025.

Based on Merit Financial Group's 13F filing for Q1 2025, filed 9 Apr 2025.