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WisdomTree Emerging Markets Corporate Bond Fund

23 hedge funds and large institutions have $26.5M invested in WisdomTree Emerging Markets Corporate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

3.17% more ownership

Funds ownership: 63%66.16% (+3.2%)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

4% less capital invested

Capital invested by funds: $27.5M → $26.5M (-$1.02M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
8
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
$5.41M +$647K +10,387 +13%
MNBTD
2
Moody National Bank Trust Division
Texas
$4.09M -$187 -3 -0%
Jane Street
3
Jane Street
New York
$3.77M +$3.81M +61,192 New
CWM
4
Collaborative Wealth Management
Florida
$2.6M -$175K -2,815 -6%
OIA
5
OneDigital Investment Advisors
Kansas
$2.47M -$471K -7,569 -16%
GLA
6
Good Life Advisors
Pennsylvania
$2.26M +$130K +2,082 +6%
AWM
7
AE Wealth Management
Kansas
$1.44M +$126K +2,031 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.05M -$88.6K -1,423 -8%
UBS Group
9
UBS Group
Switzerland
$1.01M +$5.67K +91 +0.6%
Osaic Holdings
10
Osaic Holdings
Arizona
$545K +$24.3K +391 +5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$498K -$14.3K -230 -3%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$462K +$461K +7,396 New
CA
13
Cetera Advisors
Colorado
$339K +$8.84K +142 +3%
NC
14
NewSquare Capital
Pennsylvania
$225K +$6.54K +105 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$169K -$36.4K -584 -18%
Morgan Stanley
16
Morgan Stanley
New York
$36.3K
ACA
17
Aptus Capital Advisors
Alabama
$29.2K
GWANC
18
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.2K
Wells Fargo
19
Wells Fargo
California
$18.7K -$7.6K -122 -29%
WT
20
Whittier Trust
California
$16.1K
IA
21
IFP Advisors
Florida
$10.1K
EWA
22
EverSource Wealth Advisors
Alabama
$3.36K +$62 +1 +2%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$677 +$685 +11 New
FTUS
24
Flow Traders U.S.
New York
-$2.94M -47,062 Closed
CWM
25
Comprehensive Wealth Management
Washington
-$1.98M -31,732 Closed

EMCB Hedge Fund Activity: Q3 2023 in Review

23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Corporate Bond Fund (EMCB) for Q3 2023, worth a combined $26.5M — down 3.7% from $27.5M a quarter earlier.

Fund positioning in EMCB was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.81M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.94M sold.

  • 23 institutional investors held WisdomTree Emerging Markets Corporate Bond Fund (EMCB) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $26.5M of WisdomTree Emerging Markets Corporate Bond Fund stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 3 funds opened new WisdomTree Emerging Markets Corporate Bond Fund positions in Q3 2023 and 3 closed out, a net change of 0 holders.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund buyer in Q3 2023 was Jane Street, an estimated $3.81M added.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund seller in Q3 2023 was Flow Traders U.S., an estimated $2.94M sold.

Based on aggregated 13F filings for Q3 2023.