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WisdomTree Emerging Markets Corporate Bond Fund

23 hedge funds and large institutions have $27.5M invested in WisdomTree Emerging Markets Corporate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

32.31% more ownership

Funds ownership: 30.69%63% (+32%)

4% less capital invested

Capital invested by funds: $28.7M → $27.5M (-$1.17M)

12% less funds holding

Funds holding: 2623 (-3)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
Increased
10
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.84M +$1.15M +18,480 +31%
MNBTD
2
Moody National Bank Trust Division
Texas
$4.14M +$274K +4,392 +7%
OIA
3
OneDigital Investment Advisors
Kansas
$2.97M -$120K -1,918 -4%
FTUS
4
Flow Traders U.S.
New York
$2.94M -$18.9K -303 -0.6%
CWM
5
Collaborative Wealth Management
Florida
$2.81M -$108K -1,736 -4%
GLA
6
Good Life Advisors
Pennsylvania
$2.16M +$12.8K +206 +0.6%
CWM
7
Comprehensive Wealth Management
Washington
$1.98M +$617K +9,896 +45%
AWM
8
AE Wealth Management
Kansas
$1.33M +$142K +2,282 +12%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.15M +$48.1K +772 +4%
UBS Group
10
UBS Group
Switzerland
$1.02M +$132K +2,111 +15%
Osaic Holdings
11
Osaic Holdings
Arizona
$525K +$520K +8,343 +6,674%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$519K -$273K -4,374 -34%
CA
13
Cetera Advisors
Colorado
$335K +$11K +177 +3%
NC
14
NewSquare Capital
Pennsylvania
$222K +$4.05K +65 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$208K -$3.62K -58 -2%
BRWA
16
B. Riley Wealth Advisors
Florida
$201K
Morgan Stanley
17
Morgan Stanley
New York
$36.7K -$9.35K -150 -20%
ACA
18
Aptus Capital Advisors
Alabama
$29.6K
GWANC
19
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.6K
Wells Fargo
20
Wells Fargo
California
$26.5K
WT
21
Whittier Trust
California
$16.3K
IA
22
IFP Advisors
Florida
$10.2K
EWA
23
EverSource Wealth Advisors
Alabama
$3.37K -$1.68K -27 -33%
Jane Street
24
Jane Street
New York
-$3.55M -57,024 Closed
BAM
25
Belpointe Asset Management
Nevada
-$31.1K -500 Closed

EMCB Hedge Fund Activity: Q2 2023 in Review

23 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Corporate Bond Fund (EMCB) for Q2 2023, worth a combined $27.5M — down 4.1% from $28.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EMCB and 0 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 10 added.

The largest buyer was LPL Financial, adding an estimated $1.15M. The largest seller was Jane Street, exiting entirely with an estimated $3.55M sold.

  • 23 institutional investors held WisdomTree Emerging Markets Corporate Bond Fund (EMCB) as of Q2 2023, down from 26 in Q1 2023.
  • Funds reported $27.5M of WisdomTree Emerging Markets Corporate Bond Fund stock for Q2 2023, down 4.1% quarter-over-quarter.
  • 0 funds opened new WisdomTree Emerging Markets Corporate Bond Fund positions in Q2 2023 and 3 closed out, a net change of -3 holders.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund buyer in Q2 2023 was LPL Financial, an estimated $1.15M added.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund seller in Q2 2023 was Jane Street, an estimated $3.55M sold.

Based on aggregated 13F filings for Q2 2023.