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WisdomTree Emerging Markets Corporate Bond Fund (EMCB) Institutional Ownership

Institutional Ownership Changes (13F Filings) for WisdomTree Emerging Markets Corporate Bond Fund (NASDAQ:EMCB)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$18.20M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.98M
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EMCB Institutional Buying and Selling by Quarter

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WisdomTree Emerging Markets Corporate Bond Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Anderson Financial Strategies LLC56,658$3.68M2.2%N/A6.666%
2/14/2025 Jane Street Group LLC33,490$2.17M0.0%N/A3.940%
2/14/2025 Comerica Bank763$50K0.0%N/A0.090%
2/14/2025 Integrated Wealth Concepts LLC177,336$11.51M0.1%+5.6%20.863%
2/14/2025 OneDigital Investment Advisors LLC6,680$434K0.0%-32.9%0.786%
2/13/2025 Envestnet Asset Management Inc.10,308$669K0.0%-20.9%1.213%
2/11/2025 LPL Financial LLC203,567$13.22M0.0%+4.2%23.949%
2/10/2025 Collaborative Wealth Managment Inc.33,376$2.17M1.0%-7.4%3.927%
2/6/2025 NewSquare Capital LLC7,506$487K0.0%+7.4%0.883%
2/3/2025 Good Life Advisors LLC72,886$4.73M0.3%+11.7%8.575%
1/28/2025 Leo Wealth LLC5,070$329K0.0%N/A0.596%
1/15/2025 Merit Financial Group LLC3,088$200K0.0%N/A0.363%
1/13/2025 Moody National Bank Trust Division19,060$1.24M0.1%+3.2%2.242%
11/15/2024 Integrated Wealth Concepts LLC167,896$11.20M0.1%+58.3%19.752%
11/6/2024 OneDigital Investment Advisors LLC9,949$663K0.0%-64.0%1.170%
10/16/2024 Good Life Advisors LLC65,247$4.35M0.3%+7.6%7.676%
8/14/2024 Bank of Montreal Can14,836$965K0.0%N/A1.745%
8/13/2024 AE Wealth Management LLC25,482$1.64M0.0%+4.6%2.998%
8/9/2024 Collaborative Wealth Managment Inc.36,816$2.37M1.2%-5.3%4.331%
7/23/2024 NewSquare Capital LLC7,005$451K0.0%+2.7%0.824%
5/24/2024Cetera Advisors LLC3,779$244K0.0%-30.0%0.445%
5/16/2024 Jane Street Group LLC71,014$4.59M0.0%N/A8.355%
2/7/2024 Collaborative Wealth Managment Inc.40,373$2.58M1.4%-4.4%6.211%
2/1/2024 NewSquare Capital LLC4,105$262K0.0%+12.2%0.632%
1/18/2024 Good Life Advisors LLC37,150$2.37M0.2%+1.0%5.715%
1/11/2024 Moody National Bank Trust Division18,530$1.18M0.1%-72.1%2.851%
11/13/2023 LPL Financial LLC87,934$5.41M0.0%+13.4%13.528%
11/9/2023 Collaborative Wealth Managment Inc.42,226$2.60M1.6%-6.2%6.496%
10/11/2023 AE Wealth Management LLC23,367$1.44M0.0%+9.5%3.595%
8/10/2023Cetera Advisors LLC5,368$335K0.0%+3.4%0.826%
8/9/2023 Flow Traders U.S. LLC47,062$2.94M0.1%-0.6%7.240%
8/4/2023 Envestnet Asset Management Inc.18,519$1.16M0.0%+4.4%2.646%
7/31/2023 LPL Financial LLC77,547$4.84M0.0%+31.3%11.078%
7/11/2023 Good Life Advisors LLC34,687$2.16M0.2%+0.6%4.955%
7/10/2023 AE Wealth Management LLC21,336$1.33M0.0%+12.0%3.048%
7/7/2023 Moody National Bank Trust Division66,403$4.14M0.3%+7.1%9.486%
5/15/2023 Flow Traders U.S. LLC47,365$2.95M0.1%+0.4%6.766%
5/10/2023 Resources Investment Advisors LLC.49,570$3.09M0.1%+0.8%7.081%
5/10/2023 LPL Financial LLC59,067$3.68M0.0%+12.9%8.438%
5/8/2023 Collaborative Wealth Managment Inc.46,777$2.91M1.8%-1.0%6.682%
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5/8/2023 Good Life Advisors LLC34,481$2.15M0.3%+4.0%4.926%
5/1/2023 NewSquare Capital LLC3,490$217K0.0%+5.8%0.499%
4/14/2023 AE Wealth Management LLC19,054$1.19M0.0%+2.1%2.722%
3/6/2023 OLD Mission Capital LLC411$25K0.0%N/A0.059%
2/10/2023 Good Life Advisors LLC33,164$2.05M0.3%+6.4%4.738%
2/10/2023 Collaborative Wealth Managment Inc.47,256$2.93M1.9%-0.8%6.751%
2/8/2023 Belpointe Asset Management LLC500$31K0.0%N/A0.071%
2/7/2023 LPL Financial LLC52,299$3.24M0.0%+12.3%7.471%
2/7/2023 Envestnet Asset Management Inc.20,670$1.28M0.0%+3.5%2.953%
2/2/2023 Resources Investment Advisors LLC.49,153$3.04M0.1%-3.2%7.022%
1/31/2023 AE Wealth Management LLC18,656$1.16M0.0%-12.1%2.665%
11/15/2022Colony Group LLC46,247$2.72M0.0%-35.9%6.607%
11/15/2022 Flow Traders U.S. LLC48,702$2.86M0.2%+235.2%6.957%
11/8/2022 Resources Investment Advisors LLC.50,797$2.99M0.1%-4.4%7.257%
11/8/2022 Moors & Cabot Inc.5,000$294K0.0%+25.0%0.714%
10/25/2022 AE Wealth Management LLC21,221$1.25M0.0%-14.3%3.032%
10/5/2022 Moody National Bank Trust Division62,011$3.65M0.4%N/A8.859%
8/16/2022Colony Group LLC72,128$4.38M0.1%-2.1%10.304%
8/16/2022 Collaborative Wealth Managment Inc.43,614$2.65M1.7%N/A6.231%
8/13/2022 Flow Traders U.S. LLC14,528$882K0.0%-74.4%2.075%
8/11/2022Cetera Advisors LLC5,726$347K0.0%+12.1%0.818%
8/8/2022 Resources Investment Advisors LLC.53,158$3.23M0.1%+35.5%7.594%
8/3/2022 Envestnet Asset Management Inc.17,726$1.08M0.0%-4.8%2.532%
8/3/2022 AE Wealth Management LLC24,759$1.50M0.0%-13.4%3.537%
7/28/2022 Zimmermann Investment Management & Planning LLC8,450$513K0.4%-59.6%1.207%
7/28/2022 Selective Wealth Management Inc.744$45K0.0%+75.1%0.106%
7/26/2022 NewSquare Capital LLC3,020$183K0.0%+6.0%0.431%
7/22/2022Urban Wealth Management LLC975$59K0.2%N/A0.139%
7/19/2022 Good Life Advisors LLC30,137$1.83M0.3%+13.0%4.305%
7/12/2022 Sugarloaf Wealth Management LLC714$43K0.0%N/A0.102%
5/12/2022Cetera Advisors LLC5,106$337K0.0%+35.7%0.729%
5/10/2022 NewSquare Capital LLC2,850$188K0.0%+16.8%0.407%
5/5/2022 Resources Investment Advisors LLC.39,236$2.59M0.1%+120.6%5.605%
5/4/2022 Envestnet Asset Management Inc.18,611$1.23M0.0%+23.3%2.659%
4/28/2022 Element Wealth LLC1,350$89K0.1%N/A0.193%
4/26/2022 Good Life Advisors LLC26,671$1.76M0.2%+8.5%3.810%
4/20/2022 Elevated Capital Advisors LLC11,026$728K0.2%N/A1.575%
4/20/2022 Sigma Planning Corp3,155$208K0.0%N/A0.451%
4/20/2022 Selective Wealth Management Inc.425$28K0.0%N/A0.061%
4/18/2022 Zimmermann Investment Management & Planning LLC20,925$1.38M0.8%-44.2%2.989%
4/18/2022 AE Wealth Management LLC28,594$1.89M0.0%-2.6%4.085%
2/23/2022 Resources Investment Advisors LLC.17,784$1.32M0.0%+45.4%2.541%
2/16/2022 Flow Traders U.S. LLC60,007$4.44M0.2%+2,134.1%8.572%
2/15/2022Colony Group LLC73,866$5.47M0.1%N/A10.552%
2/11/2022 Advisor Resource Council6,521$483K0.0%N/A0.932%
2/10/2022 Good Life Advisors LLC24,573$1.82M0.2%-2.8%3.510%
2/10/2022 OLD Mission Capital LLC2,711$201K0.0%N/A0.387%
2/4/2022 Envestnet Asset Management Inc.15,088$1.12M0.0%-34.8%2.155%
2/4/2022New Century Advisors LLC21,932$1.63M1.5%N/A3.133%
2/3/2022 Zimmermann Investment Management & Planning LLC37,487$2.77M1.6%N/A5.355%
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1/26/2022 NewSquare Capital LLC2,440$181K0.0%+20.5%0.349%
1/20/2022 AE Wealth Management LLC29,346$2.17M0.0%+6.7%4.192%
11/18/2021Wealthsource Partners LLC6,700$505K0.0%N/A0.957%
11/16/2021 Thrivent Financial for Lutherans2,667$201K0.0%N/A0.381%
11/16/2021 LPL Financial LLC25,351$1.91M0.0%+53.3%3.622%
11/16/2021 Citadel Advisors LLC45,860$3.46M0.0%-14.9%6.551%
11/15/2021 Flow Traders U.S. LLC2,686$203K0.0%-41.9%0.384%
11/8/2021 NewSquare Capital LLC2,025$153K0.0%+63.3%0.289%
11/5/2021 Resources Investment Advisors LLC.12,227$922K0.0%N/A1.747%
11/5/2021 Advisor Group Holdings Inc.885$66K0.0%-25.3%0.126%
(Data available from 1/1/2016 forward)

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EMCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EMCB shares?

During the previous two years, 18 institutional investors and hedge funds held shares of WisdomTree Emerging Markets Corporate Bond Fund. The most heavily invested institutionals were LPL Financial LLC ($13.22M), Integrated Wealth Concepts LLC ($11.51M), Good Life Advisors LLC ($4.73M), Anderson Financial Strategies LLC ($3.68M), Resources Investment Advisors LLC. ($3.09M), Flow Traders U.S. LLC ($2.94M), and Jane Street Group LLC ($2.17M).Learn more on EMCB's institutional investors.

Which institutional investors have been buying WisdomTree Emerging Markets Corporate Bond Fund stock?

Of the 16 institutional investors that purchased WisdomTree Emerging Markets Corporate Bond Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($104.50K), Integrated Wealth Concepts LLC ($71.30K), Anderson Financial Strategies LLC ($56.66K), LPL Financial LLC ($43.85K), Bank of Montreal Can ($14.84K), Good Life Advisors LLC ($14.16K), and AE Wealth Management LLC ($5.84K).

How much institutional buying is happening at WisdomTree Emerging Markets Corporate Bond Fund?

Institutional investors have bought a total of 327,956 shares in the last 24 months. This purchase volume represents approximately $21.81M in transactions.

Which WisdomTree Emerging Markets Corporate Bond Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree Emerging Markets Corporate Bond Fund stock in the last 24 months: Moody National Bank Trust Division ($47.87K), OneDigital Investment Advisors LLC ($20.96K), Collaborative Wealth Managment Inc. ($9.85K), Envestnet Asset Management Inc. ($2.72K), Cetera Advisors LLC ($1.62K), and Flow Traders U.S. LLC ($303.00).

How much institutional selling is happening at WisdomTree Emerging Markets Corporate Bond Fund?

Institutional investors have sold a total of 83,317 shares in the last 24 months. This volume of shares sold represents approximately $5.41M in transactions.



This page (NASDAQ:EMCB) was last updated on 3/12/2025 by MarketBeat.com Staff
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