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Get Institutions for : 
Wisdom Tree Emerging Markets Corporate Bond Fund (EMCB)  
$63.88 0.12 (0.18%) as of 4:30 Tue 4/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    3
Total shares held : 
366,068  
% of shares held : 
9.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
-58,844  
% of shares held change : 
  -1.47%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$61.44  
Last Quarter's Ending Price : 
$63.90  
Last Quarter's Average Price
$62.10  
Change from last quarter's     
avg. price to the last closing  : 
1.78 (2.86%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 9,144
 2.5%
 
Increased Positions :
7
 10,697
 2.92%
 
Unchanged Positions :
5
 43,669
 11.93%
 
Decreased Positions :
8
-9,357
-2.56%
 
Closed Positions :
6
-69,328
-18.94%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 1603 - 2023-12-31 89,127 $5,695,000 1,193
   Good Life Advisors LLC 79 - 2024-03-31 42,719 $2,763,000 5,569
   Collaborative Wealth Managment Inc. 20 - 2023-12-31 40,373 $2,580,000 -1,853
   Resources Investment Advisors Inc. 287 - 2023-12-31 35,969 $2,298,000 -4,114
   ENVESTNET ASSET MANAGEMENT INC 2594 - 2023-12-31 24,988 $1,597,000 7,892
   AE Wealth Management LLC 991 - 2023-12-31 24,151 $1,541,000 784
   MOODY NATIONAL BANK TRUST DIVISION 169 - 2024-03-31 18,450 $1,193,000 -80
   UBS Group AG 3447 - 2023-12-31 14,901 $952,000 -1,498
   Kestra Advisory Services LLC 1418 *New 2023-12-31 9,113 $582,000 9,113
   Advisor Group Holdings Inc. 3099 - 2023-12-31 8,382 $536,000 -477
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3886 - 2023-12-31 7,190 $459,000 -901
   MULTIFINANCIAL SECURITIES CORP 1337 - 2023-12-31 5,397 $345,000 -113
   CFG ASSET MANAGEMENT LLC 146 - 2023-12-31 4,105 $262,000 445
   ROYAL BANK OF CANADA 4649 - 2023-12-31 2,426 $155,000 -321
   MORGAN STANLEY 6029 - 2023-12-31 590 $38,000 1
   Aptus Capital Advisors LLC 712 - 2023-12-31 475 $30,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 336 - 2023-12-31 475 $30,000 0
   EverSource Wealth Advisors LLC 1950 - 2023-12-31 56 $4,000 1
   ADVISORY SERVICES NETWORK, LLC 3355 *New 2023-12-31 30 $2,000 30
   WELLS FARGO & CO/MN 6169 *Closed 2023-12-31 0 $0 -303
   PROEQUITIES INC. 4755 - 2024-03-31 0 $0 0
   FMR LLC 4864 *New 2023-12-31 1 $0 1
   PNC FINANCIAL SERVICES GROUP INC 4406 *Closed 2023-12-31 0 $0 -11
   JANE STREET GROUP LLC 5803 *Closed 2023-12-31 0 $0 -61,192
   IFP Advisors Inc 3271 *Closed 2023-12-31 0 $0 -164
   BANK OF MONTREAL /CAN/ 3609 *Closed 2023-12-31 0 $0 -7,396

  26 Records found
  1    
  Page 1 of 1
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