Zimmermann Investment Management & Planning’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

Zimmermann Investment Management & Planning’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	-8,450	Closed	-$513K	–	93
2022 Q2	$513K	Sell	8,450 -12,475	-60%	-$788K	0.35%	58
2022 Q1	$1.38M	Sell	20,925 -16,562	-44%	-$1.15M	0.82%	33
2021 Q4	$2.77M	Buy	+37,487	New	+$2.79M	1.56%	26

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

Zimmermann Investment Management & Planning's EMCB Position: Q3 2022 in Review

Zimmermann Investment Management & Planning sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q3 2022, closing a stake of 8,450 shares — an estimated $513K sold.

Zimmermann Investment Management & Planning first reported a position in EMCB in Q4 2021 and held it in 3 quarters. The position peaked at $2.77M in Q4 2021. 29 funds tracked by Wall St. Rank hold EMCB as of Q3 2022.

Zimmermann Investment Management & Planning reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q3 2022 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 8,450 WisdomTree Emerging Markets Corporate Bond Fund shares in Q3 2022, an estimated $513K.
Zimmermann Investment Management & Planning first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q4 2021 and held it in 3 quarters.
Zimmermann Investment Management & Planning's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $2.77M in Q4 2021.
29 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q3 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2022, filed 1 Nov 2022.