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

Sugarloaf 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
Q3 		– Sell
-714
Closed -$43K – 849
2022
Q2 		$43K Buy
+714
New +$45.1K 0.01% 310

Other funds holding EMCB

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Sugarloaf Wealth Management's EMCB Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q3 2022, closing a stake of 714 shares — an estimated $43K sold.

Sugarloaf Wealth Management first reported a position in EMCB in Q2 2022 and held it in 1 quarter. The position peaked at $43K in Q2 2022. 29 funds tracked by Wall St. Rank hold EMCB as of Q3 2022.

  • Sugarloaf Wealth Management reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q3 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 714 WisdomTree Emerging Markets Corporate Bond Fund shares in Q3 2022, an estimated $43K.
  • Sugarloaf Wealth Management first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q2 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $43K in Q2 2022.
  • 29 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.