Simplicity Solutions’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-12,267	Closed	-$945K	–	607
2020 Q4	$945K	Buy	12,267 +1,692	+16%	+$127K	0.01%	558
2020 Q3	$779K	Buy	10,575 +82	+0.8%	+$6.04K	0.01%	540
2020 Q2	$756K	Buy	10,493 +869	+9%	+$59.6K	0.02%	540
2020 Q1	$607K	Buy	9,624 +6,862	+248%	+$489K	0.02%	448
2019 Q4	$204K	Buy	+2,762	New	+$202K	0.01%	791

Other funds holding EMCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

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

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

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

CWM

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

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

AWM

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

GLA

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

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

Simplicity Solutions's EMCB Position: Q1 2021 in Review

Simplicity Solutions sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q1 2021, closing a stake of 12,267 shares — an estimated $945K sold.

Simplicity Solutions first reported a position in EMCB in Q4 2019 and held it in 5 quarters. The position peaked at $945K in Q4 2020. 24 funds tracked by Wall St. Rank hold EMCB as of Q1 2021.

Simplicity Solutions reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 12,267 WisdomTree Emerging Markets Corporate Bond Fund shares in Q1 2021, an estimated $945K.
Simplicity Solutions first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q4 2019 and held it in 5 quarters.
Simplicity Solutions's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $945K in Q4 2020.
24 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.