Whittier Trust’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Whittier Trust’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
2023 Q4	–	Sell	-262	Closed	-$16.1K	–	1552
2023 Q3	$16.1K	Hold	262	–	–	﹤0.01%	1165
2023 Q2	$16.3K	Hold	262	–	–	﹤0.01%	1165
2023 Q1	$16.3K	Hold	262	–	–	﹤0.01%	1201
2022 Q4	$16.2K	Hold	262	–	–	﹤0.01%	1196
2022 Q3	$15K	Hold	262	–	–	﹤0.01%	1253
2022 Q2	$16K	Hold	262	–	–	﹤0.01%	1225
2022 Q1	$17K	Hold	262	–	–	﹤0.01%	1239
2021 Q4	$19K	Hold	262	–	–	﹤0.01%	1193
2021 Q3	$20K	Hold	262	–	–	﹤0.01%	1120
2021 Q2	$20K	Hold	262	–	–	﹤0.01%	1142
2021 Q1	$20K	Hold	262	–	–	﹤0.01%	1125
2020 Q4	$20K	Hold	262	–	–	﹤0.01%	1044
2020 Q3	$19K	Hold	262	–	–	﹤0.01%	1010
2020 Q2	$19K	Hold	262	–	–	﹤0.01%	965
2020 Q1	$17K	Buy	+262	New	+$18.7K	﹤0.01%	1014

Other funds holding EMCB

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

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Whittier Trust's EMCB Position: Q4 2023 in Review

Whittier Trust sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q4 2023, closing a stake of 262 shares — an estimated $16.1K sold.

Whittier Trust first reported a position in EMCB in Q1 2020 and held it in 15 quarters. The position peaked at $20K in Q3 2021. 20 funds tracked by Wall St. Rank hold EMCB as of Q4 2023.

Whittier Trust reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q4 2023 after selling out during the quarter.
Whittier Trust sold 262 WisdomTree Emerging Markets Corporate Bond Fund shares in Q4 2023, an estimated $16.1K.
Whittier Trust first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q1 2020 and held it in 15 quarters.
Whittier Trust's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $20K in Q3 2021.
20 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.