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WisdomTree Emerging Markets Corporate Bond Fund

26 hedge funds and large institutions have $27.6M invested in WisdomTree Emerging Markets Corporate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.23% more ownership

Funds ownership: 58.46%63.69% (+5.2%)

6% less capital invested

Capital invested by funds: $29.2M → $27.6M (-$1.61M)

10% less funds holding

Funds holding: 2926 (-3)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
8
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$3.92M +$1.24M +20,692 +48%
MNBTD
2
Moody National Bank Trust Division
Texas
$3.84M
LPL Financial
3
LPL Financial
California
$3.24M +$344K +5,731 +12%
OIA
4
OneDigital Investment Advisors
Kansas
$3.04M -$98.8K -1,644 -3%
CWM
5
Collaborative Wealth Management
Florida
$2.92M -$22.7K -378 -0.8%
FTUS
6
Flow Traders U.S.
New York
$2.92M -$92.1K -1,533 -3%
GLA
7
Good Life Advisors
Pennsylvania
$2.05M +$121K +2,008 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.28M +$42.4K +705 +4%
AWM
9
AE Wealth Management
Kansas
$1.15M -$154K -2,565 -12%
CWM
10
Comprehensive Wealth Management
Washington
$802K +$171K +2,842 +28%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$745K +$497K +8,275 +219%
UBS Group
12
UBS Group
Switzerland
$624K -$414K -6,884 -41%
CA
13
Cetera Advisors
Colorado
$353K -$9.01K -150 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$209K -$7.57K -126 -4%
NC
15
NewSquare Capital
Pennsylvania
$204K +$7.81K +130 +4%
Morgan Stanley
16
Morgan Stanley
New York
$133K -$164K -2,724 -56%
BAM
17
Belpointe Asset Management
Nevada
$30.9K +$30K +500 New
ACA
18
Aptus Capital Advisors
Alabama
$29.4K
GWANC
19
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.4K
Wells Fargo
20
Wells Fargo
California
$26.3K -$48.1K -800 -65%
WT
21
Whittier Trust
California
$16.2K
Osaic Holdings
22
Osaic Holdings
Arizona
$8K
EWA
23
EverSource Wealth Advisors
Alabama
$5.01K
RIA
24
Realta Investment Advisors
Delaware
$2.35K +$1.14K +19 +100%
ASN
25
Advisory Services Network
Georgia
$1.86K +$1.8K +30 New

EMCB Hedge Fund Activity: Q4 2022 in Review

26 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Corporate Bond Fund (EMCB) for Q4 2022, worth a combined $27.6M — down 5.5% from $29.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EMCB and 2 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 8 added.

The largest buyer was Jane Street, adding an estimated $1.24M. The largest seller was Colony Group, exiting entirely with an estimated $2.72M sold.

  • 26 institutional investors held WisdomTree Emerging Markets Corporate Bond Fund (EMCB) as of Q4 2022, down from 29 in Q3 2022.
  • Funds reported $27.6M of WisdomTree Emerging Markets Corporate Bond Fund stock for Q4 2022, down 5.5% quarter-over-quarter.
  • 2 funds opened new WisdomTree Emerging Markets Corporate Bond Fund positions in Q4 2022 and 4 closed out, a net change of -2 holders.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund buyer in Q4 2022 was Jane Street, an estimated $1.24M added.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund seller in Q4 2022 was Colony Group, an estimated $2.72M sold.

Based on aggregated 13F filings for Q4 2022.