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XC WISDOMTREE TR

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TRUE EMERGING MK (fund)

30 managers (30 13F filers) reported a position in XC shares at 2025-06-30, 2,166,627 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
30
13F filers
30
New
8
Added
8
Reduced
9
Sold out
3
Shares held by filers
2,166,627

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.638,635$22M3.43%-2,11913F-HRTimeline
Clearwater Capital Advisors, LLC443,049$15.3M1.39%new13F-HRTimeline
Sanctuary Advisors, LLC236,271$8.13M0.05%-2913F-HRTimeline
Aprio Wealth Management, LLC224,155$7.72M0.87%+41,70713F-HRTimeline
tru Independence LLC145,724$5.02M1.45%+4,57413F-HRTimeline
LPL Financial LLC130,815$4.5M<0.01%-22,51913F-HRTimeline
Chicago Partners Investment Group LLC92,618$3.2M0.09%+6913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC49,634$1.71M<0.01%+15,13213F-HRTimelineGroup
Balance Wealth Partners LLC39,875$1.37M0.8%new13F-HRTimeline
Creative Planningin group Creative Planning25,949$893K<0.01%-1,75013F-HRTimelineGroup
Dynamic Advisor Solutions LLC23,970$825K0.03%-1,60013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,610$778K<0.01%+12513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,269$629K<0.01%-31,09213F-HRTimelineGroup
Cetera Investment Advisers17,927$617K<0.01%-1,78213F-HRTimeline
Cambridge Investment Research Advisors,…13,381$461K<0.01%+3,32613F-HRTimeline
Private Advisor Group, LLC11,719$403K<0.01%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC9,050$312K0.22%new13F-HRTimeline
OLD MISSION CAPITAL LLC8,308$286K0.01%-56,20713F-HRTimeline
RMR Wealth Builders6,539$225K0.02%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,320$114K<0.01%+1,55013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,492$51.4K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,292$44.5K<0.01%+2213F-HR/ATimelineGroup
Cherry Tree Wealth Management, LLC1,210$41.6K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC476$16.4K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC210$7.23K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC72$2.48K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC55$1.9K<0.01%-6313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$43<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$34<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.