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WisdomTree Emerging Markets Corporate Bond Fund

29 hedge funds and large institutions have $29.2M invested in WisdomTree Emerging Markets Corporate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

6% more capital invested

Capital invested by funds: $27.7M → $29.2M (+$1.56M)

1.49% more ownership

Funds ownership: 56.97%58.46% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less funds holding

Funds holding: 3329 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
10
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
1
Moody National Bank Trust Division
Texas
$3.65M +$3.79M +62,011 New
OIA
2
OneDigital Investment Advisors
Kansas
$2.99M -$144K -2,361 -4%
FTUS
3
Flow Traders U.S.
New York
$2.86M +$2.09M +34,174 +235%
CWM
4
Collaborative Wealth Management
Florida
$2.8M +$246K +4,020 +9%
LPL Financial
5
LPL Financial
California
$2.74M +$333K +5,447 +13%
CG
6
Colony Group
Massachusetts
$2.72M -$1.58M -25,881 -36%
Jane Street
7
Jane Street
New York
$2.51M -$1.39M -22,704 -35%
GLA
8
Good Life Advisors
Pennsylvania
$1.83M +$62.3K +1,019 +3%
NCA
9
New Century Advisors
Maryland
$1.28M
AWM
10
AE Wealth Management
Kansas
$1.25M -$216K -3,538 -14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.17M +$137K +2,239 +13%
UBS Group
12
UBS Group
Switzerland
$998K -$65.9K -1,077 -6%
CWM
13
Comprehensive Wealth Management
Washington
$595K +$41.8K +683 +7%
CA
14
Cetera Advisors
Colorado
$344K +$8.07K +132 +2%
MC
15
Moors & Cabot
Massachusetts
$294K +$61.1K +1,000 +25%
Morgan Stanley
16
Morgan Stanley
New York
$287K -$30.6K -500 -9%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$222K +$231K +3,770 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$205K +$611 +10 +0.3%
NC
19
NewSquare Capital
Pennsylvania
$186K +$9.17K +150 +5%
EW
20
Element Wealth
Mississippi
$79K
Wells Fargo
21
Wells Fargo
California
$72K
SWM
22
Selective Wealth Management
Virginia
$39K -$5.44K -89 -12%
ACA
23
Aptus Capital Advisors
Alabama
$28K
GWANC
24
Guardian Wealth Advisors (North Carolina)
North Carolina
$28K
WT
25
Whittier Trust
California
$15K

EMCB Hedge Fund Activity: Q3 2022 in Review

29 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Corporate Bond Fund (EMCB) for Q3 2022, worth a combined $29.2M — up 5.6% from $27.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EMCB and 3 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 10 added.

The largest buyer was Moody National Bank Trust Division, opening a new position worth an estimated $3.79M. The largest seller was Colony Group, cutting an estimated $1.58M.

  • 29 institutional investors held WisdomTree Emerging Markets Corporate Bond Fund (EMCB) as of Q3 2022, down from 33 in Q2 2022.
  • Funds reported $29.2M of WisdomTree Emerging Markets Corporate Bond Fund stock for Q3 2022, up 5.6% quarter-over-quarter.
  • 3 funds opened new WisdomTree Emerging Markets Corporate Bond Fund positions in Q3 2022 and 6 closed out, a net change of -3 holders.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund buyer in Q3 2022 was Moody National Bank Trust Division, an estimated $3.79M added.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund seller in Q3 2022 was Colony Group, an estimated $1.58M sold.

Based on aggregated 13F filings for Q3 2022.