Wisdomtree True Emerging MarXCETF
13F holders, Q3 2024 (September 30)20holders +3
4new positions
1sold out
1famous investor
$32.76avg. 13F price*
At the end of Q3 2024, 20 institutions reported holding Wisdomtree True Emerging Mar (XC) in their 13F filings, up 3 from Q2 2024. 4 opened new positions and 1 sold out. The largest holders were Legacy Financial Advisors, Inc. ($20.2M), Sanctuary Advisors, LLC ($6.7M) and Aprio Wealth Management, LLC ($4.6M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $4.7M |
| Exits | 1 | $1K |
All 13F filers, Q2 2024 → Q3 2024: 293,520 shares bought and 372,872 shares sold, net −79,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Legacy Financial Advisors, Inc. | 3.38% | Add +3.1% | 610,994 | $20.2M |
| Sanctuary Advisors, LLC | 0.04% | Add +51.5% | 210,019 | $6.7M |
| Aprio Wealth Management, LLC | 0.73% | New | 139,077 | $4.6M |
| Chicago Partners Investment Group LLC | 0.13% | Add +0.6% | 108,762 | $3.5M |
| LPL Financial LLC | 0.00% | Add +57.0% | 81,661 | $2.7M |
| Citadel Advisors | 0.00% | Add +55.5% | 77,281 | $2.5M |
| Old Mission Capital LLC | 0.02% | Reduce -61.1% | 31,277 | $1.0M |
| Creative Planning | 0.00% | Reduce -0.6% | 26,138 | $862K |
| Cetera Investment Advisers | 0.00% | Reduce -3.0% | 21,434 | $707K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.5% | 17,794 | $587K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.0% | 14,789 | $488K |
| Quadrant Private Wealth Management, LLC | 0.11% | Add +19.3% | 13,968 | $461K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.4% | 11,610 | $383K |
| Compound Planning, Inc. | 0.02% | Reduce -96.8% | 10,608 | $350K |
| Oarsman Capital, Inc. | 0.02% | New | 3,482 | $115K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,210 | $40K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 274 | $9K |
| FMR LLC | 0.00% | New | 97 | $3K |
| Osaic Holdings, Inc. | 0.00% | New | 85 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -97.3% | 72 | $2K |
"% of holder's portfolio" is XC's weight in each manager's 13F, not the share of Wisdomtree True Emerging Mar the manager owns.