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WisdomTree Emerging Markets Corporate Bond Fund

18 hedge funds and large institutions have $43.2M invested in WisdomTree Emerging Markets Corporate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $43.1M → $43.2M (+$23.9K)

5% less funds holding

Funds holding: 1918 (-1)

5.81% less ownership

Funds ownership: 70.54%64.73% (-5.8%)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
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
$13M +$921K +13,998 +8%
IWC
2
Integrated Wealth Concepts
Massachusetts
$11.2M +$4.07M +61,863 +58%
UBS Group
3
UBS Group
Switzerland
$7.15M +$54.5K +828 +0.8%
GLA
4
Good Life Advisors
Pennsylvania
$4.35M +$304K +4,616 +8%
CWM
5
Collaborative Wealth Management
Florida
$2.4M -$52K -790 -2%
MNBTD
6
Moody National Bank Trust Division
Texas
$1.23M
AWM
7
AE Wealth Management
Kansas
$970K -$719K -10,930 -43%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$869K -$229K -3,481 -21%
OIA
9
OneDigital Investment Advisors
Kansas
$663K -$1.16M -17,686 -64%
Osaic Holdings
10
Osaic Holdings
Arizona
$574K +$6.91K +105 +1%
NC
11
NewSquare Capital
Pennsylvania
$466K -$921 -14 -0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$141K -$5.26K -80 -4%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$31.7K +$31.4K +477 New
ACA
14
Aptus Capital Advisors
Alabama
$31.7K
GWANC
15
Guardian Wealth Advisors (North Carolina)
North Carolina
$31.7K
Morgan Stanley
16
Morgan Stanley
New York
$26.6K -$1.58K -24 -6%
EWA
17
EverSource Wealth Advisors
Alabama
$3.85K +$66 +1 +2%
PMFA
18
Plante Moran Financial Advisors
Michigan
$800 +$789 +12 New
Jane Street
19
Jane Street
New York
-$3.65M -56,717 Closed
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
-$965K -14,836 Closed
GI
21
Gradient Investments
Minnesota
-$8.04K -125 Closed

EMCB Hedge Fund Activity: Q3 2024 in Review

18 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Corporate Bond Fund (EMCB) for Q3 2024, worth a combined $43.2M — up 0.06% from $43.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EMCB and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 6 added.

The largest buyer was Integrated Wealth Concepts, adding an estimated $4.07M. The largest seller was Jane Street, exiting entirely with an estimated $3.65M sold.

  • 18 institutional investors held WisdomTree Emerging Markets Corporate Bond Fund (EMCB) as of Q3 2024, down from 19 in Q2 2024.
  • Funds reported $43.2M of WisdomTree Emerging Markets Corporate Bond Fund stock for Q3 2024, up 0.06% quarter-over-quarter.
  • 2 funds opened new WisdomTree Emerging Markets Corporate Bond Fund positions in Q3 2024 and 3 closed out, a net change of -1 holder.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund buyer in Q3 2024 was Integrated Wealth Concepts, an estimated $4.07M added.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund seller in Q3 2024 was Jane Street, an estimated $3.65M sold.

Based on aggregated 13F filings for Q3 2024.