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

Other funds holding EMCB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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.