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

VestGen 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
2026 Q3	$632K	Sell	9,896 -511	-5%	-$33.6K	0.02%	526
2026 Q2	$689K	Sell	10,407 -298	-3%	-$19.8K	0.02%	566
2026 Q1	$709K	Buy	10,705 +7	+0.1%	+$468	0.02%	551
2025 Q4	$711K	Sell	10,698 -86	-0.8%	-$5.76K	0.03%	417
2025 Q3	$722K	Buy	10,784 +538	+5%	+$35.8K	0.02%	421
2025 Q2	$676K	Buy	10,246 +495	+5%	+$32.2K	0.03%	381
2025 Q1	$638K	Buy	+9,751	New	+$637K	0.03%	353

Other funds holding EMCB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Occidental Asset Management Burlingame, California $1.16B AUM 26.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Schwallier Wealth Management Grand Rapids, Michigan $157M AUM 10.94% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

VestGen Advisors's EMCB Position: Q3 2026 in Review

VestGen Advisors reduced its WisdomTree Emerging Markets Corporate Bond Fund (EMCB) stake by 4.9% in Q3 2026, selling an estimated $33.6K and leaving 9,896 shares worth $632K. The position accounts for 0.02% of the portfolio, ranked #526.

VestGen Advisors first reported a position in EMCB in Q1 2025 and has held it in 7 quarters since. The position peaked at $722K in Q3 2025. 15 funds tracked by Wall St. Rank hold EMCB as of Q3 2026.

VestGen Advisors held 9,896 shares of WisdomTree Emerging Markets Corporate Bond Fund worth $632K as of Q3 2026.
VestGen Advisors sold 511 WisdomTree Emerging Markets Corporate Bond Fund shares in Q3 2026, an estimated $33.6K.
WisdomTree Emerging Markets Corporate Bond Fund made up 0.02% of VestGen Advisors's portfolio in Q3 2026, its #526 holding.
VestGen Advisors first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $722K in Q3 2025.
15 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.