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WisdomTree Emerging Markets Corporate Bond Fund

19 hedge funds and large institutions have $43.1M invested in WisdomTree Emerging Markets Corporate Bond Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

21% more capital invested

Capital invested by funds: $35.7M → $43.1M (+$7.41M)

5.54% more ownership

Funds ownership: 65%70.54% (+5.5%)

0% more funds holding

Funds holding: 1919 (0)

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.7M +$339K +5,263 +3%
UBS Group
2
UBS Group
Switzerland
$6.84M +$307K +4,773 +5%
IWC
3
Integrated Wealth Concepts
Massachusetts
$6.82M +$6.82M +106,033 New
GLA
4
Good Life Advisors
Pennsylvania
$3.9M +$1.15M +17,912 +42%
Jane Street
5
Jane Street
New York
$3.65M -$920K -14,297 -20%
CWM
6
Collaborative Wealth Management
Florida
$2.37M -$132K -2,056 -5%
OIA
7
OneDigital Investment Advisors
Kansas
$1.78M -$161K -2,496 -8%
AWM
8
AE Wealth Management
Kansas
$1.64M +$72.7K +1,130 +5%
MNBTD
9
Moody National Bank Trust Division
Texas
$1.19M +$836 +13 +0.1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.06M -$57.4K -893 -5%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$965K +$954K +14,836 New
Osaic Holdings
12
Osaic Holdings
Arizona
$548K +$2.96K +46 +0.5%
NC
13
NewSquare Capital
Pennsylvania
$451K +$11.9K +185 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$141K -$965 -15 -0.7%
ACA
15
Aptus Capital Advisors
Alabama
$30.6K
GWANC
16
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.6K
Morgan Stanley
17
Morgan Stanley
New York
$27.2K +$6.37K +99 +31%
GI
18
Gradient Investments
Minnesota
$8.04K +$8.04K +125 New
EWA
19
EverSource Wealth Advisors
Alabama
$3.75K +$64 +1 +2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$350K -5,417 Closed
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
-$248K -3,840 Closed

EMCB Hedge Fund Activity: Q2 2024 in Review

19 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Corporate Bond Fund (EMCB) for Q2 2024, worth a combined $43.1M — up 21% from $35.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EMCB positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $6.82M. The largest seller was Jane Street, cutting an estimated $920K.

  • 19 institutional investors held WisdomTree Emerging Markets Corporate Bond Fund (EMCB) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $43.1M of WisdomTree Emerging Markets Corporate Bond Fund stock for Q2 2024, up 21% quarter-over-quarter.
  • 3 funds opened new WisdomTree Emerging Markets Corporate Bond Fund positions in Q2 2024 and 2 closed out, a net change of +1 holder.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund buyer in Q2 2024 was Integrated Wealth Concepts, an estimated $6.82M added.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund seller in Q2 2024 was Jane Street, an estimated $920K sold.

Based on aggregated 13F filings for Q2 2024.