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WisdomTree Emerging Markets Corporate Bond Fund

20 hedge funds and large institutions have $20.7M invested in WisdomTree Emerging Markets Corporate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.16% less ownership

Funds ownership: 66.16%54% (-12%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

13% less funds holding

Funds holding: 2320 (-3)

22% less capital invested

Capital invested by funds: $26.5M → $20.7M (-$5.78M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.7M +$74.1K +1,193 +1%
CWM
2
Collaborative Wealth Management
Florida
$2.58M -$115K -1,853 -4%
GLA
3
Good Life Advisors
Pennsylvania
$2.37M +$23.7K +381 +1%
OIA
4
OneDigital Investment Advisors
Kansas
$2.3M -$255K -4,114 -10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.6M +$490K +7,892 +46%
AWM
6
AE Wealth Management
Kansas
$1.54M +$48.7K +784 +3%
MNBTD
7
Moody National Bank Trust Division
Texas
$1.18M -$2.97M -47,870 -72%
UBS Group
8
UBS Group
Switzerland
$952K -$93K -1,498 -9%
KAS
9
Kestra Advisory Services
Texas
$582K +$566K +9,113 New
Osaic Holdings
10
Osaic Holdings
Arizona
$536K -$29.6K -477 -5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$459K -$56K -901 -11%
CA
12
Cetera Advisors
Colorado
$345K -$7.02K -113 -2%
NC
13
NewSquare Capital
Pennsylvania
$262K +$27.6K +445 +12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$155K -$19.9K -321 -12%
Morgan Stanley
15
Morgan Stanley
New York
$75.4K +$36.7K +591 +100%
ACA
16
Aptus Capital Advisors
Alabama
$30.4K
GWANC
17
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.4K
EWA
18
EverSource Wealth Advisors
Alabama
$3.55K +$62 +1 +2%
ASN
19
Advisory Services Network
Georgia
$1.92K +$1.86K +30 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$64 +$62 +1 New
Jane Street
21
Jane Street
New York
-$3.77M -61,192 Closed
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
-$462K -7,396 Closed
Wells Fargo
23
Wells Fargo
California
-$18.7K -303 Closed
WT
24
Whittier Trust
California
-$16.1K -262 Closed
IA
25
IFP Advisors
Florida
-$10.1K -164 Closed

EMCB Hedge Fund Activity: Q4 2023 in Review

20 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Corporate Bond Fund (EMCB) for Q4 2023, worth a combined $20.7M — down 22% from $26.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EMCB and 3 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 7 added.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $566K. The largest seller was Jane Street, exiting entirely with an estimated $3.77M sold.

  • 20 institutional investors held WisdomTree Emerging Markets Corporate Bond Fund (EMCB) as of Q4 2023, down from 23 in Q3 2023.
  • Funds reported $20.7M of WisdomTree Emerging Markets Corporate Bond Fund stock for Q4 2023, down 22% quarter-over-quarter.
  • 3 funds opened new WisdomTree Emerging Markets Corporate Bond Fund positions in Q4 2023 and 6 closed out, a net change of -3 holders.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund buyer in Q4 2023 was Kestra Advisory Services, an estimated $566K added.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund seller in Q4 2023 was Jane Street, an estimated $3.77M sold.

Based on aggregated 13F filings for Q4 2023.