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XC WISDOMTREE TR

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TRUE EMERGING MK (fund)

26 managers (26 13F filers) reported a position in XC shares at 2025-03-31, 1,794,242 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
26
13F filers
26
New
7
Added
9
Reduced
4
Sold out
5
Shares held by filers
1,794,242

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.640,754$19M3.18%+21,82313F-HRTimeline
Sanctuary Advisors, LLC236,300$7.02M0.05%-3,44513F-HRTimeline
Aprio Wealth Management, LLC182,448$5.42M0.68%+24,58713F-HRTimeline
LPL Financial LLC153,334$4.56M<0.01%+29,26313F-HRTimeline
tru Independence LLC141,150$4.19M1.3%new13F-HRTimeline
Chicago Partners Investment Group LLC92,549$2.91M0.1%+1,12313F-HRTimeline
OLD MISSION CAPITAL LLC64,515$1.92M0.04%+33,62613F-HRTimeline
Noble Wealth Management PBC52,581$1.56M1.07%+3,66813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,361$1.47M<0.01%new13F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,502$1.03M<0.01%-35,85213F-HRTimelineGroup
Creative Planningin group Creative Planning27,699$823K<0.01%+90513F-HRTimelineGroup
Dynamic Advisor Solutions LLC25,570$760K0.03%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,485$668K<0.01%+10,89313F-HRTimelineGroup
Cetera Investment Advisers19,709$586K<0.01%-1,06113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,794$569K<0.01%013F-HR/ATimelineGroup
Quadrant Private Wealth Management, LLC15,558$462K0.12%013F-HRTimeline
Cambridge Investment Research Advisors,…10,055$299K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,436$102K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,770$52.6K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,270$37.7K<0.01%+11913F-HRTimelineGroup
Cherry Tree Wealth Management, LLC1,210$35.9K0.01%013F-HRTimeline
FMR LLCin group FMR LLC118$3.52K<0.01%-1013F-HRTimelineGroup
Aptus Capital Advisors, LLC72$2.14K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$39<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$30<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.