Private Advisory Group’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Private Advisory 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
2018 Q1	–	Sell	-33,023	Closed	-$2.41M	–	109
2017 Q4	$2.41M	Buy	+33,023	New	+$2.41M	1.3%	25
2017 Q3	–	Sell	-30,814	Closed	-$2.21M	–	123
2017 Q2	$2.21M	Sell	30,814 -1,876	-6%	-$135K	1.32%	26
2017 Q1	$2.34M	Buy	+32,690	New	+$2.32M	1.57%	15

Other funds holding EMCB

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Private Advisory Group's EMCB Position: Q1 2018 in Review

Private Advisory Group sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q1 2018, closing a stake of 33,023 shares — an estimated $2.41M sold.

Private Advisory Group first reported a position in EMCB in Q1 2017 and held it in 3 quarters. The position peaked at $2.41M in Q4 2017. 18 funds tracked by Wall St. Rank hold EMCB as of Q1 2018.

Private Advisory Group reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q1 2018 after selling out during the quarter.
Private Advisory Group sold 33,023 WisdomTree Emerging Markets Corporate Bond Fund shares in Q1 2018, an estimated $2.41M.
Private Advisory Group first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q1 2017 and held it in 3 quarters.
Private Advisory Group's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $2.41M in Q4 2017.
18 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2018.

Based on Private Advisory Group's 13F filing for Q1 2018, filed 1 May 2018.