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WisdomTree Emerging Markets Corporate Bond Fund

19 hedge funds and large institutions have $35.7M invested in WisdomTree Emerging Markets Corporate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more capital invested

Capital invested by funds: $20.7M → $35.7M (+$15M)

10.99% more ownership

Funds ownership: 54%65% (+11%)

5% less funds holding

Funds holding: 2019 (-1)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.4M +$5.58M +86,966 +98%
UBS Group
2
UBS Group
Switzerland
$6.57M +$5.56M +86,671 +582%
Jane Street
3
Jane Street
New York
$4.59M +$4.56M +71,014 New
GLA
4
Good Life Advisors
Pennsylvania
$2.76M +$357K +5,569 +15%
CWM
5
Collaborative Wealth Management
Florida
$2.51M -$96.3K -1,501 -4%
OIA
6
OneDigital Investment Advisors
Kansas
$1.95M -$375K -5,838 -16%
AWM
7
AE Wealth Management
Kansas
$1.57M +$12.9K +201 +0.8%
MNBTD
8
Moody National Bank Trust Division
Texas
$1.19M -$5.13K -80 -0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.13M -$487K -7,588 -30%
Osaic Holdings
10
Osaic Holdings
Arizona
$547K +$4.81K +75 +0.9%
NC
11
NewSquare Capital
Pennsylvania
$441K +$174K +2,715 +66%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$350K -$114K -1,773 -25%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$248K +$246K +3,840 New
CA
14
Cetera Advisors
Colorado
$244K -$104K -1,618 -30%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$143K -$13.5K -211 -9%
ACA
16
Aptus Capital Advisors
Alabama
$30.7K
GWANC
17
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.7K
Morgan Stanley
18
Morgan Stanley
New York
$20.9K -$55K -857 -73%
EWA
19
EverSource Wealth Advisors
Alabama
$3.58K
KAS
20
Kestra Advisory Services
Texas
-$582K -9,113 Closed
ASN
21
Advisory Services Network
Georgia
-$1.92K -30 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
-$64 -1 Closed

EMCB Hedge Fund Activity: Q1 2024 in Review

19 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Corporate Bond Fund (EMCB) for Q1 2024, worth a combined $35.7M — up 73% from $20.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EMCB and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 6 added.

The largest buyer was LPL Financial, adding an estimated $5.58M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $582K sold.

  • 19 institutional investors held WisdomTree Emerging Markets Corporate Bond Fund (EMCB) as of Q1 2024, down from 20 in Q4 2023.
  • Funds reported $35.7M of WisdomTree Emerging Markets Corporate Bond Fund stock for Q1 2024, up 73% quarter-over-quarter.
  • 2 funds opened new WisdomTree Emerging Markets Corporate Bond Fund positions in Q1 2024 and 3 closed out, a net change of -1 holder.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund buyer in Q1 2024 was LPL Financial, an estimated $5.58M added.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund seller in Q1 2024 was Kestra Advisory Services, an estimated $582K sold.

Based on aggregated 13F filings for Q1 2024.