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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 2025-12-31, 2,264,143 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
30
13F filers
30
New
1
Added
15
Reduced
6
Sold out
2
Shares held by filers
2,264,143

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.631,874$20.5M2.84%-1,71513F-HRTimeline
Clearwater Capital Advisors, LLC454,235$14.7M1.23%+3,44713F-HRTimeline
Aprio Wealth Management, LLC296,644$9.62M0.55%+33,15913F-HRTimeline
tru Independence LLC177,948$5.77M1.46%+22,29913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC147,415$4.78M<0.01%+2,45913F-HRTimelineGroup
LPL Financial LLC130,626$4.24M<0.01%-10,27613F-HRTimeline
Noble Wealth Management PBC114,373$3.71M1.86%-14,56713F-HRTimeline
Chicago Partners Investment Group LLC97,160$3.28M0.08%+4,16413F-HRTimeline
Dynamic Advisor Solutions LLC28,714$932K0.03%+1,51513F-HRTimeline
Cambridge Investment Research Advisors,…28,140$913K<0.01%+7,90213F-HRTimeline
Creative Planningin group Creative Planning26,899$873K<0.01%+46613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,333$789K<0.01%+3,20313F-HRTimelineGroup
Cetera Investment Advisers19,893$645K<0.01%+89113F-HRTimeline
Sanctuary Advisors, LLC15,728$510K<0.01%013F-HRTimeline
Goldenstone Wealth Management LLC13,293$431K0.32%13F-HRTimeline
Balance Wealth Partners LLC11,588$376K0.12%-3313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,080$359K<0.01%new13F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,035$326K<0.01%-6,27013F-HRTimelineGroup
Private Advisor Group, LLC10,003$325K<0.01%+32913F-HRTimeline
OARSMAN CAPITAL, INC.6,768$220K0.03%+68913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,320$108K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,324$42.9K<0.01%+78913F-HRTimelineGroup
Cherry Tree Wealth Management, LLC1,210$39.3K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC476$15.4K<0.01%013F-HRTimeline
AE Wealth Management LLC370$12K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC210$6.81K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC164$5.32K<0.01%+16313F-HRTimeline
FMR LLCin group FMR LLC140$4.53K<0.01%+8513F-HRTimelineGroup
UBS Group AGin group UBS Group AG108$3.5K<0.01%-1,23413F-HRTimelineGroup
Aptus Capital Advisors, LLC72$2.34K<0.01%013F-HRTimeline