EMCB — WISDOMTREE TR

Ownership history in Collaborative Wealth Managment Inc.  ·  17 quarters on record

AI Ownership Summary

Collaborative Wealth Managment Inc. reported WISDOMTREE TR (EMCB) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.4% in 2023 Q4. The latest visible filing shows EMCB at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EMCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Collaborative Wealth Managment Inc.'s position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EMCB was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EMCB stock page Collaborative Wealth Managment Inc. fund profile Collaborative Wealth Managment Inc. full holdings
How Collaborative Wealth Managment Inc. held EMCB — position size vs. price
% of Fund (quarterly)    EMCB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 24,352 -3,626 -13.0% 0.57% $1.6M 2026-02-14 (Est.) $66.36
2025 Q3 REDUCED 27,978 -2,387 -7.9% 0.76% $1.9M 2025-11-07 $65.53
2025 Q2 REDUCED 30,365 -1,646 -5.1% 0.87% $2.0M 2025-08-08 $64.20
2025 Q1 REDUCED 32,011 -1,365 -4.1% 0.98% $2.1M 2025-05-08 $59.98
2024 Q4 REDUCED 33,376 -2,650 -7.4% 0.98% $2.2M 2025-02-10 $61.24
2024 Q3 REDUCED 36,026 -790 -2.1% 1.09% $2.4M 2024-11-12 $60.91
2024 Q2 REDUCED 36,816 -2,056 -5.3% 1.16% $2.4M 2024-08-09 $59.95
2024 Q1 REDUCED 38,872 -1,501 -3.7% 1.26% $2.5M 2024-05-10 $57.93
2023 Q4 REDUCED 40,373 -1,853 -4.4% 1.40% $2.6M 2024-02-07 $57.09
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EMCB

As of 2025 Q4 — sorted by position size

Anderson Financial Strategies, LLC 2.26% Occidental Asset Management, LLC 3Y 7Y 1.11% ATX Financial Planning, LLC 0.26% Integrated Wealth Concepts LLC 3Y 7Y 0.14% Fermata Advisors, LLC 3Y 0.06% NewSquare Capital LLC 3Y 7Y 0.05% Frazier Financial Advisors, LLC 0.04% FLOW TRADERS U.S. LLC 3Y 7Y 0.04% VestGen Advisors, LLC 0.03% Wealth Watch Advisors, INC 0.01%

FAQ About Collaborative Wealth Managment Inc. and EMCB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Collaborative Wealth Managment Inc. reported owning EMCB?

Collaborative Wealth Managment Inc. reported EMCB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EMCB position in Collaborative Wealth Managment Inc.'s portfolio?

The largest reported portfolio weight for EMCB was 1.40% in 2023 Q4.

What is the latest reported EMCB position on this page?

The most recent filing on this page is 2025 Q4, when Collaborative Wealth Managment Inc. reported 24,352 shares, equal to 0.57% of portfolio, with an estimated market value of $1.6M.

What does the chart on this EMCB ownership page compare?

The chart compares Collaborative Wealth Managment Inc.'s quarterly EMCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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