Realta Investment Advisors’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Realta Investment Advisors’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
2023 Q1	–	Sell	-38	Closed	-$2.35K	–	511
2022 Q4	$2.35K	Buy	38 +19	+100%	+$1.14K	﹤0.01%	812
2022 Q3	$1K	Buy	+19	New	+$1.16K	﹤0.01%	805

Other funds holding EMCB

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

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

OIA

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

FTUS

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

CWM

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

GLA

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

CWM

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

AWM

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

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

Realta Investment Advisors's EMCB Position: Q1 2023 in Review

Realta Investment Advisors sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q1 2023, closing a stake of 38 shares — an estimated $2.35K sold.

Realta Investment Advisors first reported a position in EMCB in Q3 2022 and held it in 2 quarters. The position peaked at $2.35K in Q4 2022. 26 funds tracked by Wall St. Rank hold EMCB as of Q1 2023.

Realta Investment Advisors reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q1 2023 after selling out during the quarter.
Realta Investment Advisors sold 38 WisdomTree Emerging Markets Corporate Bond Fund shares in Q1 2023, an estimated $2.35K.
Realta Investment Advisors first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q3 2022 and held it in 2 quarters.
Realta Investment Advisors's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $2.35K in Q4 2022.
26 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.