How many shares of EMCB does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 18,150 shares of EMCB (WISDOMTREE TR).

What is AE Wealth Management LLC's EMCB position worth?

As of 2026-Q2, AE Wealth Management LLC's EMCB position is worth $1.2M.

Is AE Wealth Management LLC buying or selling EMCB?

In 2026-Q2, AE Wealth Management LLC decreased their EMCB position (-25.8% change in shares).

When did AE Wealth Management LLC first buy EMCB?

Based on available 13F filings, AE Wealth Management LLC first reported a position in EMCB in 2019-Q4. They have held the position across 27 quarters.

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AE Wealth Management LLC

EMCB
27 quarters

Position history for AE Wealth Management LLC's holdings in WISDOMTREE TR

Current Value

$1.2M

Current Shares

18,150

Total Value Change

+$991,213

Total Shares Change

+15,309

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	18,150	-25.8%	$1.2M	0.0%	$65.87	0
2026-Q1	Increased	24,458	+22.2%	$1.6M	0.0%	$64.36	31
2025-Q4	Increased	20,009	+16.1%	$1.3M	0.0%	$64.47	29
2025-Q3	Increased	17,234	+16.1%	$1.2M	0.0%	$64.05	29
2025-Q2	Increased	14,850	+14.6%	$979,275	0.0%	$62.23	29
2025-Q1	Decreased	12,958	-11.9%	$847,557	0.0%	$60.88	0
2024-Q4	Increased	14,705	+1.1%	$954,608	0.0%	$59.60	25
2024-Q3	Decreased	14,552	-42.9%	$970,182	0.0%	$60.26	0
2024-Q2	Increased	25,482	+4.6%	$1.6M	0.0%	$57.40	27
2024-Q1	Increased	24,352	+0.8%	$1.6M	0.0%	$56.95	26
2023-Q4	Increased	24,151	+3.4%	$1.5M	0.0%	$55.64	26
2023-Q3	Increased	23,367	+9.5%	$1.4M	0.0%	$52.68	28
2023-Q2	Increased	21,336	+12.0%	$1.3M	0.0%	$52.75	28
2023-Q1	Increased	19,054	+2.1%	$1.2M	0.0%	$52.06	26
2022-Q4	Decreased	18,656	-12.1%	$1.2M	0.0%	$51.16	0
2022-Q3	Decreased	21,221	-14.3%	$1.2M	0.0%	$48.09	0
2022-Q2	Decreased	24,759	-13.4%	$1.5M	0.0%	$49.17	0
2022-Q1	Decreased	28,594	-2.6%	$1.9M	0.0%	$52.99	0
2021-Q4	Increased	29,346	+6.7%	$2.2M	0.0%	$58.79	28
2021-Q3	Increased	27,507	+4.2%	$2.1M	0.0%	$59.41	27
2021-Q2	Increased	26,398	+27.4%	$2M	0.0%	$59.50	32
2021-Q1	Increased	20,714	+68.8%	$1.6M	0.0%	$58.06	38
2020-Q4	Increased	12,274	+16.1%	$945,000	0.0%	$59.16	29
2020-Q3	Decreased	10,574	-0.7%	$779,000	0.0%	$56.10	0
2020-Q2	Increased	10,652	+9.7%	$767,000	0.0%	$54.24	27
2020-Q1	Increased	9,713	+241.9%	$613,000	0.0%	$47.01	39
2019-Q4	New	2,841	-	$210,000	0.0%	$54.47	32

Other major holders of EMCB: LPL Financial LLC, Integrated Wealth Concepts LLC

EMCB27 quarters

EMCB
27 quarters