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

Next 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
2017
Q3 		– Sell
-17
Closed -$1K – 1798
2017
Q2 		$1K Buy
+17
New +$1.22K ﹤0.01% 1828

Other funds holding EMCB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Next Financial Group's EMCB Position: Q3 2017 in Review

Next Financial Group sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q3 2017, closing a stake of 17 shares — an estimated $1K sold.

Next Financial Group first reported a position in EMCB in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 20 funds tracked by Wall St. Rank hold EMCB as of Q3 2017.

  • Next Financial Group reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 17 WisdomTree Emerging Markets Corporate Bond Fund shares in Q3 2017, an estimated $1K.
  • Next Financial Group first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q2 2017 and held it in 1 quarter.
  • Next Financial Group's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $1K in Q2 2017.
  • 20 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.