Secure Asset Management’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Secure Asset Management’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
2021 Q4	–	Sell	-6,008	Closed	-$453K	–	210
2021 Q3	$453K	Buy	+6,008	New	+$457K	0.22%	78

Other funds holding EMCB

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

FTUS

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

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

CWM

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

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

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

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

GLA

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

NCA

New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return

Secure Asset Management's EMCB Position: Q4 2021 in Review

Secure Asset Management sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q4 2021, closing a stake of 6,008 shares — an estimated $453K sold.

Secure Asset Management first reported a position in EMCB in Q3 2021 and held it in 1 quarter. The position peaked at $453K in Q3 2021. 28 funds tracked by Wall St. Rank hold EMCB as of Q4 2021.

Secure Asset Management reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q4 2021 after selling out during the quarter.
Secure Asset Management sold 6,008 WisdomTree Emerging Markets Corporate Bond Fund shares in Q4 2021, an estimated $453K.
Secure Asset Management first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q3 2021 and held it in 1 quarter.
Secure Asset Management's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $453K in Q3 2021.
28 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q4 2021.

Based on Secure Asset Management's 13F filing for Q4 2021, filed 24 Jan 2022.