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WisdomTree Emerging Markets Corporate Bond Fund

26 hedge funds and large institutions have $49.8M invested in WisdomTree Emerging Markets Corporate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding

Funds holding: 1826 (+8)

15% more capital invested

Capital invested by funds: $43.2M → $49.8M (+$6.66M)

5.04% more ownership

Funds ownership: 64.73%69.77% (+5%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$13.2M +$541K +8,213 +4%
IWC
2
Integrated Wealth Concepts
Massachusetts
$11.5M +$622K +9,440 +6%
UBS Group
3
UBS Group
Switzerland
$7.41M +$459K +6,965 +6%
GLA
4
Good Life Advisors
Pennsylvania
$4.73M +$503K +7,639 +12%
AFS
5
Anderson Financial Strategies
Ohio
$3.68M +$3.73M +56,658 New
Jane Street
6
Jane Street
New York
$2.17M +$2.21M +33,490 New
CWM
7
Collaborative Wealth Management
Florida
$2.17M -$174K -2,650 -7%
MNBTD
8
Moody National Bank Trust Division
Texas
$1.24M +$39.3K +597 +3%
AWM
9
AE Wealth Management
Kansas
$955K +$10.1K +153 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$669K -$179K -2,718 -21%
NC
11
NewSquare Capital
Pennsylvania
$487K +$33.9K +515 +7%
OIA
12
OneDigital Investment Advisors
Kansas
$434K -$215K -3,269 -33%
LWL
13
Leo Wealth LLC
Texas
$329K +$334K +5,070 New
Citadel Advisors
14
Citadel Advisors
Florida
$328K +$333K +5,058 New
MFG
15
Merit Financial Group
Georgia
$200K +$203K +3,088 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$135K -$2.37K -36 -2%
Comerica Bank
17
Comerica Bank
Texas
$49.5K +$50.2K +763 New
Jones Financial Companies
18
Jones Financial Companies
Missouri
$31K
ACA
19
Aptus Capital Advisors
Alabama
$30.8K
GWANC
20
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.8K
Morgan Stanley
21
Morgan Stanley
New York
$7.93K -$18.2K -276 -69%
EWA
22
EverSource Wealth Advisors
Alabama
$3.67K -$66 -1 -2%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$2.66K +$2.7K +41 New
Osaic Holdings
24
Osaic Holdings
Arizona
$1.84K -$565K -8,580 -100%
PMFA
25
Plante Moran Financial Advisors
Michigan
$779

EMCB Hedge Fund Activity: Q4 2024 in Review

26 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets Corporate Bond Fund (EMCB) for Q4 2024, worth a combined $49.8M — up 15% from $43.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EMCB positions and 0 closed out — a net gain of 8 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.21M. The largest seller was Osaic Holdings, cutting an estimated $565K.

  • 26 institutional investors held WisdomTree Emerging Markets Corporate Bond Fund (EMCB) as of Q4 2024, up from 18 in Q3 2024.
  • Funds reported $49.8M of WisdomTree Emerging Markets Corporate Bond Fund stock for Q4 2024, up 15% quarter-over-quarter.
  • 8 funds opened new WisdomTree Emerging Markets Corporate Bond Fund positions in Q4 2024 and 0 closed out, a net change of +8 holders.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund buyer in Q4 2024 was Jane Street, an estimated $2.21M added.
  • The largest WisdomTree Emerging Markets Corporate Bond Fund seller in Q4 2024 was Osaic Holdings, an estimated $565K sold.

Based on aggregated 13F filings for Q4 2024.