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WisdomTree Emerging Markets Corporate Bond Fund

28 hedge funds and large institutions have $34.2M invested in WisdomTree Emerging Markets Corporate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

56% more capital invested

Capital invested by funds: $21.9M → $34.2M (+$12.3M)

19.36% more ownership

Funds ownership: 38.4%57.76% (+19%)

8% more funds holding

Funds holding: 2628 (+2)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Colony Group
Massachusetts
$5.47M +$5.5M +73,866 New
FTUS
2
Flow Traders U.S.
New York
$4.44M +$4.27M +57,321 +2,134%
LPL Financial
3
LPL Financial
California
$2.88M +$1.01M +13,518 +53%
CWM
4
Collaborative Wealth Management
Florida
$2.77M +$2.79M +37,485 New
ZIMP
5
Zimmermann Investment Management & Planning
Pennsylvania
$2.77M +$2.79M +37,487 New
Citadel Advisors
6
Citadel Advisors
Florida
$2.18M -$1.22M -16,428 -36%
AWM
7
AE Wealth Management
Kansas
$2.17M +$137K +1,839 +7%
UBS Group
8
UBS Group
Switzerland
$1.86M +$73.6K +989 +4%
GLA
9
Good Life Advisors
Pennsylvania
$1.82M -$52.7K -708 -3%
NCA
10
New Century Advisors
Maryland
$1.63M +$1.63M +21,932 New
OIA
11
OneDigital Investment Advisors
Kansas
$1.32M +$414K +5,557 +45%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.12M -$599K -8,055 -35%
WP
13
WealthSource Partners
California
$496K
ARC
14
Advisor Resource Council
Texas
$483K +$485K +6,521 New
Morgan Stanley
15
Morgan Stanley
New York
$402K +$4.32K +58 +1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$377K +$1.34K +18 +0.4%
MC
17
Moors & Cabot
Massachusetts
$370K +$112K +1,500 +43%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$280K -$13.5K -181 -5%
CA
19
Cetera Advisors
Colorado
$278K +$280K +3,763 New
BRWM
20
B. Riley Wealth Management
Tennessee
$238K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$228K -$9.82K -132 -4%
OMC
22
Old Mission Capital
Illinois
$201K +$202K +2,711 New
NC
23
NewSquare Capital
Pennsylvania
$181K +$30.9K +415 +20%
Wells Fargo
24
Wells Fargo
California
$126K
Osaic Holdings
25
Osaic Holdings
Arizona
$65K

EMCB Hedge Fund Activity: Q4 2021 in Review

28 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Corporate Bond Fund (EMCB) for Q4 2021, worth a combined $34.2M — up 56% from $21.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EMCB positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $5.5M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $2.5M sold.

  • 28 institutional investors held WisdomTree Emerging Markets Corporate Bond Fund (EMCB) as of Q4 2021, up from 26 in Q3 2021.
  • Funds reported $34.2M of WisdomTree Emerging Markets Corporate Bond Fund stock for Q4 2021, up 56% quarter-over-quarter.
  • 8 funds opened new WisdomTree Emerging Markets Corporate Bond Fund positions in Q4 2021 and 4 closed out, a net change of +4 holders.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund buyer in Q4 2021 was Colony Group, an estimated $5.5M added.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund seller in Q4 2021 was Redhawk Wealth Advisors, an estimated $2.5M sold.

Based on aggregated 13F filings for Q4 2021.