Wealthspire Advisors (Maryland)’s WisdomTree Emerging Markets Consumer Growth Fund EMCG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EMCG Stock Details EMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,000	Closed	-$89K	–	2542
2019 Q1	$89K	Hold	4,000	–	–	0.01%	686
2018 Q4	$80K	Hold	4,000	–	–	0.01%	682
2018 Q3	$85K	Hold	4,000	–	–	0.01%	757
2018 Q2	$91K	Hold	4,000	–	–	0.01%	746
2018 Q1	$107K	Hold	4,000	–	–	0.01%	687
2017 Q4	$108K	Buy	+4,000	New	+$103K	0.01%	685

Other funds holding EMCG

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

WealthStone Columbus, Ohio $287M AUM 57.09% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EMCG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of WisdomTree Emerging Markets Consumer Growth Fund (EMCG) in Q2 2019, closing a stake of 4,000 shares — an estimated $89K sold.

Wealthspire Advisors (Maryland) first reported a position in EMCG in Q4 2017 and held it in 6 quarters. The position peaked at $108K in Q4 2017. 13 funds tracked by Wall St. Rank hold EMCG as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining WisdomTree Emerging Markets Consumer Growth Fund position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 4,000 WisdomTree Emerging Markets Consumer Growth Fund shares in Q2 2019, an estimated $89K.
Wealthspire Advisors (Maryland) first reported a position in WisdomTree Emerging Markets Consumer Growth Fund in Q4 2017 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s WisdomTree Emerging Markets Consumer Growth Fund position peaked at $108K in Q4 2017.
13 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Consumer Growth Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.