Moors & Cabot’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Moors & Cabot’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
2022 Q4	–	Sell	-5,000	Closed	-$294K	–	868
2022 Q3	$294K	Buy	5,000 +1,000	+25%	+$61.1K	0.02%	565
2022 Q2	$243K	Hold	4,000	–	–	0.02%	634
2022 Q1	$264K	Sell	4,000 -1,000	-20%	-$69.4K	0.02%	674
2021 Q4	$370K	Buy	5,000 +1,500	+43%	+$112K	0.02%	559
2021 Q3	$264K	Hold	3,500	–	–	0.02%	649
2021 Q2	$267K	Buy	+3,500	New	+$265K	0.02%	611

Other funds holding EMCB

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

MNBTD

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CWM

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

GLA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Moors & Cabot's EMCB Position: Q4 2022 in Review

Moors & Cabot sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q4 2022, closing a stake of 5,000 shares — an estimated $294K sold.

Moors & Cabot first reported a position in EMCB in Q2 2021 and held it in 6 quarters. The position peaked at $370K in Q4 2021. 26 funds tracked by Wall St. Rank hold EMCB as of Q4 2022.

Moors & Cabot reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q4 2022 after selling out during the quarter.
Moors & Cabot sold 5,000 WisdomTree Emerging Markets Corporate Bond Fund shares in Q4 2022, an estimated $294K.
Moors & Cabot first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q2 2021 and held it in 6 quarters.
Moors & Cabot's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $370K in Q4 2021.
26 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q4 2022.

Based on Moors & Cabot's 13F filing for Q4 2022, filed 7 Feb 2023.