EMCB Institutional Ownership
WisdomTree Emerging Markets Corporate Bond Fund
1W: -1.0%
1M: -2.7%
3M: -3.7%
YTD: -3.5%
1Y: -3.7%
3Y: +17.3%
5Y: +3.2%
$63.98
+0.03 (+0.04%)
Weekly Expected Move ±0.6%
$63
$64
$64
$64
$65
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EMCB
38
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
71M
Total Invested
4
New Positions
12
Increased
13
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (42 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 257,534 | $16M | +1,887 | +0.7% | 24Q | SEC ↗ |
| 2 | Integrated Wealth Concepts LLC | 220,919 | $14M | +3,943 | +1.8% | 9Q | SEC ↗ |
| 3 | Occidental Asset Management, LLC | 176,935 | $11M | +6,278 | +3.7% | 4Q | SEC ↗ |
| 4 | UBS Group AG | 130,651 | $8M | -32,082 | -19.7% | 47Q | SEC ↗ |
| 5 | Anderson Financial Strategies, LLC | 65,617 | $4M | +4,937 | +8.1% | 7Q | SEC ↗ |
| 6 | Kestra Advisory Services, LLC | 32,885 | $2M | +1,310 | +4.1% | 6Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC | 26,840 | $2M | +1,555 | +6.1% | 4Q | SEC ↗ |
| 8 | MOODY NATIONAL BANK TRUST DIVISION | 25,624 | $2M | +2,414 | +10.4% | 16Q | SEC ↗ |
| 9 | Talisman Wealth Advisors LLC NEW | 22,173 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 10 | AE Wealth Management LLC | 18,150 | $1M | -6,308 | -25.8% | 27Q | SEC ↗ |
| 11 | Belpointe Asset Management LLC NEW | 10,681 | $683K | — | +0.0% | 1Q | SEC ↗ |
| 12 | JONES FINANCIAL COMPANIES LLLP | 10,586 | $677K | +2,842 | +36.7% | 8Q | SEC ↗ |
| 13 | VestGen Advisors, LLC | 10,407 | $666K | -298 | -2.8% | 6Q | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 10,096 | $646K | -439 | -4.2% | 4Q | SEC ↗ |
| 15 | NewSquare Capital LLC | 8,468 | $542K | +179 | +2.2% | 25Q | SEC ↗ |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,814 | $500K | — | +0.0% | 6Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 7,337 | $469K | -96 | -1.3% | 21Q | SEC ↗ |
| 18 | Schwallier Wealth Management LLC | 4,243 | $271K | -20,211 | -82.6% | 2Q | SEC ↗ |
| 19 | Fermata Advisors, LLC | 3,747 | $240K | +391 | +11.7% | 4Q | SEC ↗ |
| 20 | Forum Finance Group S.A. | 3,740 | $239K | — | +0.0% | 2Q | SEC ↗ |
| 21 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3,351 | $214K | -26 | -0.8% | 2Q | SEC ↗ |
| 22 | FLOW TRADERS U.S. LLC | 3,246 | $208K | +104 | +3.3% | 6Q | SEC ↗ |
| 23 | Collaborative Wealth Managment Inc. | 3,102 | $198K | -678 | -17.9% | 17Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 1,654 | $106K | — | +0.0% | 57Q | SEC ↗ |
| 25 | Frazier Financial Advisors, LLC | 1,084 | $69K | — | +0.0% | 6Q | SEC ↗ |
| 26 | FIFTH THIRD BANCORP | 763 | $49K | — | +0.0% | 2Q | SEC ↗ |
| 27 | NewEdge Advisors, LLC | 750 | $48K | — | +0.0% | 4Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 737 | $47K | +709 | +2532.1% | 5Q | SEC ↗ |
| 29 | Aptus Capital Advisors, LLC | 475 | $30K | — | +0.0% | 28Q | SEC ↗ |
| 30 | MCDONALD PARTNERS LLC NEW | 61 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 31 | EverSource Wealth Advisors, LLC | 61 | $4K | — | +0.0% | 19Q | SEC ↗ |
| 32 | Parallel Advisors, LLC | 52 | $3K | -18 | -25.7% | 2Q | SEC ↗ |
| 33 | CWM, LLC | 43 | $3K | — | +0.0% | 3Q | SEC ↗ |
| 34 | DHJJ Financial Advisors, Ltd. | 5 | $0K | — | +0.0% | 5Q | SEC ↗ |
| 35 | FMR LLC NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 36 | HANTZ FINANCIAL SERVICES, INC. | 0 | $0K | -14 | -100.0% | 1Q | SEC ↗ |
| 37 | Cetera Investment Advisers | 0 | $0K | -3,303 | -100.0% | 1Q | SEC ↗ |
| 38 | MORGAN STANLEY | 0 | $0K | -21 | -100.0% | 55Q | SEC ↗ |
| 39 | Wealth Watch Advisors, INC | 0 | $0K | -569 | -100.0% | 2Q | SEC ↗ |
| 40 | ATX Financial Planning, LLC | 0 | $0K | -5,101 | -100.0% | 1Q | SEC ↗ |
| 41 | VANGUARD ADVISERS INC | 0 | $0K | -16 | -100.0% | 1Q | SEC ↗ |
| 42 | GUARDIAN WEALTH ADVISORS, LLC / NC | 0 | $0K | -475 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Talisman Wealth Advisors LLC | 22,173 | $1M |
| Belpointe Asset Management LLC | 10,681 | $683K |
| MCDONALD PARTNERS LLC | 61 | $4K |
| FMR LLC | 1 | $0K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ATX Financial Planning, LLC | 5,101 | $326K |
| Cetera Investment Advisers | 3,303 | $211K |
| Wealth Watch Advisors, INC | 569 | $36K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 475 | $30K |
| MORGAN STANLEY | 21 | $1K |
| VANGUARD ADVISERS INC | 16 | $1K |
| HANTZ FINANCIAL SERVICES, INC. | 14 | $1K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Occidental Asset Management, LLC | +6,278 | +3.7% | 176,935 |
| Anderson Financial Strategies, LLC | +4,937 | +8.1% | 65,617 |
| Integrated Wealth Concepts LLC | +3,943 | +1.8% | 220,919 |
| JONES FINANCIAL COMPANIES LLLP | +2,842 | +36.7% | 10,586 |
| MOODY NATIONAL BANK TRUST DIVISION | +2,414 | +10.4% | 25,624 |
| LPL Financial LLC | +1,887 | +0.7% | 257,534 |
| JANE STREET GROUP, LLC | +1,555 | +6.1% | 26,840 |
| Kestra Advisory Services, LLC | +1,310 | +4.1% | 32,885 |
| OSAIC HOLDINGS, INC. | +709 | +2532.1% | 737 |
| Fermata Advisors, LLC | +391 | +11.7% | 3,747 |
| NewSquare Capital LLC | +179 | +2.2% | 8,468 |
| FLOW TRADERS U.S. LLC | +104 | +3.3% | 3,246 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -32,082 | -19.7% | 130,651 |
| Schwallier Wealth Management LLC | -20,211 | -82.6% | 4,243 |
| AE Wealth Management LLC | -6,308 | -25.8% | 18,150 |
| Collaborative Wealth Managment Inc. | -678 | -17.9% | 3,102 |
| Rockefeller Capital Management L.P. | -439 | -4.2% | 10,096 |
| VestGen Advisors, LLC | -298 | -2.8% | 10,407 |
| ENVESTNET ASSET MANAGEMENT INC | -96 | -1.3% | 7,337 |
| NATIONS FINANCIAL GROUP INC, /IA/ / | -26 | -0.8% | 3,351 |
| Parallel Advisors, LLC | -18 | -25.7% | 52 |