Wisdomtree True Emerging MarXCETF
13F holders, Q2 2024 (June 30)17holders +2
4new positions
3sold out
1famous investor
$31.89avg. 13F price*
At the end of Q2 2024, 17 institutions reported holding Wisdomtree True Emerging Mar (XC) in their 13F filings, up 2 from Q1 2024. 4 opened new positions and 3 sold out. The largest holders were Legacy Financial Advisors, Inc. ($19.0M), Compound Planning, Inc. ($10.6M) and Sanctuary Advisors, LLC ($4.2M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.4M |
| Exits | 3 | $3.5M |
All 13F filers, Q1 2024 → Q2 2024: 317,902 shares bought and 118,245 shares sold, net +199,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Legacy Financial Advisors, Inc. | 3.39% | Reduce -0.3% | 592,338 | $19.0M |
| Compound Planning, Inc. | 0.79% | Add +75.3% | 330,647 | $10.6M |
| Sanctuary Advisors, LLC | 0.03% | — | 138,589 | $4.2M |
| Chicago Partners Investment Group LLC | 0.13% | Add +3.2% | 108,136 | $3.4M |
| Old Mission Capital LLC | 0.07% | Add +396.6% | 80,471 | $2.6M |
| LPL Financial LLC | 0.00% | New | 52,021 | $1.7M |
| Citadel Advisors | 0.00% | Add +177.5% | 49,698 | $1.6M |
| Creative Planning | 0.00% | Reduce -4.9% | 26,306 | $844K |
| Cetera Investment Advisers | 0.00% | Reduce -5.2% | 22,087 | $709K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.7% | 17,698 | $568K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +9.0% | 14,944 | $480K |
| Quadrant Private Wealth Management, LLC | 0.09% | New | 11,705 | $376K |
| Kestra Advisory Services, LLC | 0.00% | New | 11,125 | $357K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.5% | 2,690 | $86K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,210 | $39K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 274 | $9K |
| Allworth Financial LP | 0.00% | No change | 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.