WealthSource Partners’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

WealthSource Partners’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	-6,695	Closed	-$406K	–	505
2022 Q2	$406K	Hold	6,695	–	–	0.03%	340
2022 Q1	$442K	Sell	6,695 -5	-0.1%	-$347	0.03%	370
2021 Q4	$496K	Hold	6,700	–	–	0.04%	313
2021 Q3	$505K	Hold	6,700	–	–	0.04%	290
2021 Q2	$511K	Sell	6,700 -500	-7%	-$37.9K	0.05%	265
2021 Q1	$540K	Buy	7,200 +40	+0.6%	+$3.05K	0.05%	233
2020 Q4	$551K	Sell	7,160 -110	-2%	-$8.28K	0.06%	197
2020 Q3	$536K	Hold	7,270	–	–	0.07%	182
2020 Q2	$524K	Hold	7,270	–	–	0.08%	181
2020 Q1	$459K	Hold	7,270	–	–	0.07%	185
2019 Q4	$537K	Hold	7,270	–	–	0.07%	217
2019 Q3	$530K	Sell	7,270 -115	-2%	-$8.39K	0.08%	226
2019 Q2	$536K	Buy	+7,385	New	+$528K	0.08%	225
2018 Q1	–	Sell	-4,580	Closed	-$335K	–	291
2017 Q4	$335K	Sell	4,580 -125	-3%	-$9.14K	0.1%	183
2017 Q3	$344K	Sell	4,705 -70	-1%	-$5.07K	0.11%	193
2017 Q2	$342K	Buy	4,775 +65	+1%	+$4.67K	0.12%	182
2017 Q1	$337K	Sell	4,710 -2,000	-30%	-$142K	0.12%	181
2016 Q4	$467K	Buy	+6,710	New	+$471K	0.2%	108

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

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

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

WealthSource Partners's EMCB Position: Q3 2022 in Review

WealthSource Partners sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q3 2022, closing a stake of 6,695 shares — an estimated $406K sold.

WealthSource Partners first reported a position in EMCB in Q4 2016 and held it in 18 quarters. The position peaked at $551K in Q4 2020. 29 funds tracked by Wall St. Rank hold EMCB as of Q3 2022.

WealthSource Partners reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q3 2022 after selling out during the quarter.
WealthSource Partners sold 6,695 WisdomTree Emerging Markets Corporate Bond Fund shares in Q3 2022, an estimated $406K.
WealthSource Partners first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q4 2016 and held it in 18 quarters.
WealthSource Partners's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $551K in Q4 2020.
29 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.