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EMCG

WealthStone’s WisdomTree Emerging Markets Consumer Growth Fund EMCG Stock Holding History

WealthStone’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
Q4 		– Sell
-158,227
Closed -$3.38M – 49
2019
Q3 		$3.38M Buy
+158,227
New +$3.46M 1.8% 12
2019
Q2 		– Hold
0
– – – 10

Other funds holding EMCG

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

WealthStone's EMCG Position: Q4 2019 in Review

WealthStone sold out of WisdomTree Emerging Markets Consumer Growth Fund (EMCG) in Q4 2019, closing a stake of 158,227 shares — an estimated $3.38M sold.

WealthStone first reported a position in EMCG in Q3 2019 and held it in 1 quarter. The position peaked at $3.38M in Q3 2019. 14 funds tracked by Wall St. Rank hold EMCG as of Q4 2019.

  • WealthStone reported no remaining WisdomTree Emerging Markets Consumer Growth Fund position as of Q4 2019 after selling out during the quarter.
  • WealthStone sold 158,227 WisdomTree Emerging Markets Consumer Growth Fund shares in Q4 2019, an estimated $3.38M.
  • WealthStone first reported a position in WisdomTree Emerging Markets Consumer Growth Fund in Q3 2019 and held it in 1 quarter.
  • WealthStone's WisdomTree Emerging Markets Consumer Growth Fund position peaked at $3.38M in Q3 2019.
  • 14 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Consumer Growth Fund as of Q4 2019.

Based on WealthStone's 13F filing for Q4 2019, filed 8 Jan 2020.