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XC WISDOMTREE TR

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TRUE EMERGING MK (fund)

24 managers (24 13F filers) reported a position in XC shares at 2024-12-31, 1,500,948 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
24
13F filers
24
New
2
Added
9
Reduced
6
Sold out
1
Shares held by filers
1,500,948

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Legacy Financial Advisors, Inc.618,931$19M3.15%+7,93713F-HRTimeline
Sanctuary Advisors, LLC239,745$7.41M0.05%+29,72613F-HRTimeline
Aprio Wealth Management, LLC157,861$4.85M0.71%+18,78413F-HRTimeline
LPL Financial LLC124,071$3.81M<0.01%+42,41013F-HRTimeline
Chicago Partners Investment Group LLC91,426$2.85M0.09%-17,33613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC70,354$2.16M<0.01%-6,92713F-HRTimelineGroup
Noble Wealth Management PBC48,913$1.5M1.04%13F-HRTimeline
OLD MISSION CAPITAL LLC30,889$950K0.02%-38813F-HRTimeline
Creative Planningin group Creative Planning26,794$824K<0.01%+65613F-HRTimelineGroup
Cetera Investment Advisers20,770$638K<0.01%-66413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,794$569K<0.01%013F-HRTimelineGroup
Quadrant Private Wealth Management, LLC15,558$479K0.12%+1,59013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,592$356K<0.01%-1813F-HRTimelineGroup
FLOW TRADERS U.S. LLC10,049$309K0.01%new13F-HRTimeline
Compound Planning, Inc.9,815$302K0.02%-79313F-HRTimeline
OARSMAN CAPITAL, INC.3,540$109K0.02%+5813F-HRTimeline
Cherry Tree Wealth Management, LLC1,210$37.2K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,151$35.4K<0.01%+1,06613F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…274$8.42K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC128$3.94K<0.01%+3113F-HRTimelineGroup
Aptus Capital Advisors, LLC72$2.26K<0.01%013F-HRTimeline
Copia Wealth Management10$307<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$31<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.