Wisdomtree True Emerging MarXCETF
13F holders, Q1 2024 (March 31)15holders
1famous investor
$30.60avg. 13F price*
At the end of Q1 2024, 15 institutions reported holding Wisdomtree True Emerging Mar (XC) in their 13F filings. The largest holders were Legacy Financial Advisors, Inc. ($18.2M), Compound Planning, Inc. ($5.8M) and Chicago Partners Investment Group LLC ($3.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree True Emerging Mar
- CUSIP
- 97717Y535
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $7.8M |
| Exits | 1 | $38K |
Ownership 15 holders
| Legacy Financial Advisors, Inc. | 3.27% | Add +7.9% | 594,369 | $18.2M |
| Compound Planning, Inc. | 0.53% | New | 188,672 | $5.8M |
| Chicago Partners Investment Group LLC | 0.13% | Add +5.3% | 104,780 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +27.7% | 91,637 | $2.8M |
| Creative Planning | 0.00% | Reduce -1.5% | 27,662 | $849K |
| Cetera Investment Advisers | 0.00% | New | 23,309 | $715K |
| Bank of Montreal | 0.00% | New | 21,000 | $645K |
| Citadel Advisors | 0.00% | Reduce -65.1% | 17,909 | $550K |
| Thrivent Financial for Lutherans | 0.00% | Add +34.4% | 17,582 | $540K |
| Old Mission Capital LLC | 0.01% | New | 16,203 | $497K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +7.1% | 13,710 | $421K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,651 | $81K |
| Cherry Tree Wealth Management, LLC | 0.01% | New | 1,210 | $37K |
| Osaic Holdings, Inc. | 0.00% | New | 999 | $31K |
| Allworth Financial LP | 0.00% | New | 45 | $1K |
"% of holder's portfolio" is XC's weight in each manager's 13F, not the share of Wisdomtree True Emerging Mar the manager owns.