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WisdomTree Emerging Markets Corporate Bond Fund

33 hedge funds and large institutions have $27.7M invested in WisdomTree Emerging Markets Corporate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0.75% more ownership

Funds ownership: 56.21%56.97% (+0.75%)

0% more funds holding

Funds holding: 3333 (0)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

17% less capital invested

Capital invested by funds: $33.4M → $27.7M (-$5.77M)

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
8
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Colony Group
Massachusetts
$4.38M -$97.1K -1,538 -2%
Jane Street
2
Jane Street
New York
$3.97M -$951K -15,056 -19%
OIA
3
OneDigital Investment Advisors
Kansas
$3.23M +$879K +13,922 +35%
CWM
4
Collaborative Wealth Management
Florida
$2.65M +$2.75M +43,614 New
LPL Financial
5
LPL Financial
California
$2.5M +$39.5K +626 +2%
GLA
6
Good Life Advisors
Pennsylvania
$1.83M +$219K +3,466 +13%
AWM
7
AE Wealth Management
Kansas
$1.5M -$242K -3,835 -13%
NCA
8
New Century Advisors
Maryland
$1.33M
UBS Group
9
UBS Group
Switzerland
$1.09M -$379K -5,998 -25%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.08M -$55.9K -885 -5%
FTUS
11
Flow Traders U.S.
New York
$882K -$2.67M -42,329 -74%
CWM
12
Comprehensive Wealth Management
Washington
$573K +$151K +2,396 +34%
ZIMP
13
Zimmermann Investment Management & Planning
Pennsylvania
$513K -$788K -12,475 -60%
WP
14
WealthSource Partners
California
$406K
CA
15
Cetera Advisors
Colorado
$347K +$39.2K +620 +12%
Morgan Stanley
16
Morgan Stanley
New York
$326K
MC
17
Moors & Cabot
Massachusetts
$243K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$212K +$32.3K +512 +17%
NC
19
NewSquare Capital
Pennsylvania
$183K +$10.7K +170 +6%
EW
20
Element Wealth
Mississippi
$82K
Wells Fargo
21
Wells Fargo
California
$74K -$18.9K -300 -20%
UWM
22
Urban Wealth Management
California
$59K +$61.6K +975 New
SWM
23
Selective Wealth Management
Virginia
$45K +$20.1K +319 +75%
SWM
24
Sugarloaf Wealth Management
Georgia
$43K +$45.1K +714 New
ACA
25
Aptus Capital Advisors
Alabama
$29K

EMCB Hedge Fund Activity: Q2 2022 in Review

33 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Corporate Bond Fund (EMCB) for Q2 2022, worth a combined $27.7M — down 17% from $33.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EMCB positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 8 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $879K. The largest seller was Flow Traders U.S., cutting an estimated $2.67M.

  • 33 institutional investors held WisdomTree Emerging Markets Corporate Bond Fund (EMCB) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $27.7M of WisdomTree Emerging Markets Corporate Bond Fund stock for Q2 2022, down 17% quarter-over-quarter.
  • 5 funds opened new WisdomTree Emerging Markets Corporate Bond Fund positions in Q2 2022 and 4 closed out, a net change of +1 holder.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund buyer in Q2 2022 was OneDigital Investment Advisors, an estimated $879K added.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund seller in Q2 2022 was Flow Traders U.S., an estimated $2.67M sold.

Based on aggregated 13F filings for Q2 2022.