Wharton Business Group’s WisdomTree Emerging Markets Consumer Growth Fund EMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-103,165
| Closed | -$1.83M | – | 118 |
|
|
2020
Q1 | $1.83M | Hold |
103,165
| – | – | 0.21% | 44 |
|
|
2019
Q4 | $2.42M | Sell |
103,165
-13,580
| -12% | -$303K | 0.23% | 44 |
|
|
2019
Q3 | $2.5M | Hold |
116,745
| – | – | 0.25% | 44 |
|
|
2019
Q2 | $2.63M | Hold |
116,745
| – | – | 0.27% | 43 |
|
|
2019
Q1 | $2.59M | Sell |
116,745
-9,115
| -7% | -$196K | 0.27% | 44 |
|
|
2018
Q4 | $2.5M | Hold |
125,860
| – | – | 0.3% | 45 |
|
|
2018
Q3 | $2.69M | Hold |
125,860
| – | – | 0.27% | 45 |
|
|
2018
Q2 | $2.88M | Hold |
125,860
| – | – | 0.3% | 43 |
|
|
2018
Q1 | $3.37M | Hold |
125,860
| – | – | 0.35% | 43 |
|
|
2017
Q4 | $3.39M | Hold |
125,860
| – | – | 0.35% | 42 |
|
|
2017
Q3 | $3.17M | Hold |
125,860
| – | – | 0.34% | 43 |
|
|
2017
Q2 | $2.92M | Sell |
125,860
-22,200
| -15% | -$514K | 0.31% | 47 |
|
|
2017
Q1 | $3.36M | Hold |
148,060
| – | – | 0.36% | 44 |
|
|
2016
Q4 | $2.98M | Hold |
148,060
| – | – | 0.35% | 46 |
|
|
2016
Q3 | $3.36M | Sell |
148,060
-2,060
| -1% | -$46.1K | 0.41% | 47 |
|
|
2016
Q2 | $3.16M | Hold |
150,120
| – | – | 0.37% | 52 |
|
|
2016
Q1 | $3.09M | Buy |
150,120
+28,155
| +23% | +$516K | 0.34% | 53 |
|
|
2015
Q4 | $2.36M | Buy |
121,965
+17,230
| +16% | +$350K | 0.23% | 65 |
|
|
2015
Q3 | $2.02M | Sell |
104,735
-113,800
| -52% | -$2.38M | 0.2% | 71 |
|
|
2015
Q2 | $5.33K | Buy |
218,535
+10,405
| +5% | +$268K | 0.35% | 48 |
|
|
2015
Q1 | $5.19M | Hold |
208,130
| – | – | 0.43% | 47 |
|
|
2014
Q4 | $5.19M | Hold |
208,130
| – | – | 0.43% | 54 |
|
|
2014
Q3 | $5.21M | Buy |
208,130
+750
| +0.4% | +$19.7K | 0.46% | 55 |
|
|
2014
Q2 | $5.24M | Sell |
207,380
-84,480
| -29% | -$2.13M | 0.58% | 46 |
|
|
2014
Q1 | $7.14M | Buy |
291,860
+192,655
| +194% | +$4.48M | 0.58% | 49 |
|
|
2013
Q4 | $2.46M | Buy |
+99,205
| New | +$2.51M | 0.21% | 79 |
|
Wharton Business Group's EMCG Position: Q2 2020 in Review
Wharton Business Group sold out of WisdomTree Emerging Markets Consumer Growth Fund (EMCG) in Q2 2020, closing a stake of 103,165 shares — an estimated $1.83M sold.
Wharton Business Group first reported a position in EMCG in Q4 2013 and held it in 26 quarters. The position peaked at $7.14M in Q1 2014. 0 funds tracked by Wall St. Rank hold EMCG as of Q2 2020.
- Wharton Business Group reported no remaining WisdomTree Emerging Markets Consumer Growth Fund position as of Q2 2020 after selling out during the quarter.
- Wharton Business Group sold 103,165 WisdomTree Emerging Markets Consumer Growth Fund shares in Q2 2020, an estimated $1.83M.
- Wharton Business Group first reported a position in WisdomTree Emerging Markets Consumer Growth Fund in Q4 2013 and held it in 26 quarters.
- Wharton Business Group's WisdomTree Emerging Markets Consumer Growth Fund position peaked at $7.14M in Q1 2014.
- 0 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Consumer Growth Fund as of Q2 2020.
Based on Wharton Business Group's 13F filing for Q2 2020, filed 11 Aug 2020.