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Selective Wealth Management’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Selective Wealth 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
2022
Q4 		– Sell
-655
Closed -$39K – 282
2022
Q3 		$39K Sell
655
-89
-12% -$5.44K 0.02% 324
2022
Q2 		$45K Buy
744
+319
+75% +$20.1K 0.02% 338
2022
Q1 		$28K Buy
+425
New +$29.5K 0.01% 400

Other funds holding EMCB

Jane Street
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
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
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

Selective Wealth Management's EMCB Position: Q4 2022 in Review

Selective Wealth Management sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q4 2022, closing a stake of 655 shares — an estimated $39K sold.

Selective Wealth Management first reported a position in EMCB in Q1 2022 and held it in 3 quarters. The position peaked at $45K in Q2 2022. 26 funds tracked by Wall St. Rank hold EMCB as of Q4 2022.

  • Selective Wealth Management reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 655 WisdomTree Emerging Markets Corporate Bond Fund shares in Q4 2022, an estimated $39K.
  • Selective Wealth Management first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $45K in Q2 2022.
  • 26 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.