Wisdomtree True Emerging MarXCETF

13F holders, Q4 2024 (December 31)
23holders +3
2new positions
1sold out
1famous investor
$30.81avg. 13F price*

At the end of Q4 2024, 23 institutions reported holding Wisdomtree True Emerging Mar (XC) in their 13F filings, up 3 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Legacy Financial Advisors, Inc. ($19.0M), Sanctuary Advisors, LLC ($7.4M) and Aprio Wealth Management, LLC ($4.9M). 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

010203040 Q1 2024: 15Q1 2024Q2 2024: 17Q2 2024Q3 2024: 20Q3 2024Q4 2024: 23Q4 2024Q1 2025: 25Q1 2025Q2 2025: 29Q2 2025Q3 2025: 30Q3 2025Q4 2025: 30Q4 2025Q1 2026: 34Q1 2026Q2 2026: 30Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$309K
Exits1$488K

All 13F filers, Q3 2024 → Q4 2024: 112,308 shares bought and 40,915 shares sold, net +71,393 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders

Legacy Financial Advisors, Inc. 3.15% Add +1.3% 618,931 $19.0M
Sanctuary Advisors, LLC 0.05% Add +14.2% 239,745 $7.4M
Aprio Wealth Management, LLC 0.71% Add +13.5% 157,861 $4.9M
LPL Financial LLC 0.00% Add +51.9% 124,071 $3.8M
Chicago Partners Investment Group LLC 0.09% Reduce -15.9% 91,426 $2.8M
Citadel Advisors 0.00% Reduce -9.0% 70,354 $2.2M
Noble Wealth Management PBC 1.04% — 48,913 $1.5M
Old Mission Capital LLC 0.02% Reduce -1.2% 30,889 $950K
Creative Planning 0.00% Add +2.5% 26,794 $824K
Cetera Investment Advisers 0.00% Reduce -3.1% 20,770 $638K
Thrivent Financial for Lutherans 0.00% No change 17,794 $569K
Quadrant Private Wealth Management, LLC 0.12% Add +11.4% 15,558 $479K
Kestra Advisory Services, LLC 0.00% Reduce -0.2% 11,592 $356K
Flow Traders U.S. LLC 0.01% New 10,049 $309K
Compound Planning, Inc. 0.02% Reduce -7.5% 9,815 $302K
Oarsman Capital, Inc. 0.02% Add +1.7% 3,540 $109K
Cherry Tree Wealth Management, LLC 0.01% No change 1,210 $37K
Osaic Holdings, Inc. 0.00% Add +1254.1% 1,151 $35K
Northwestern Mutual Wealth Management Co. 0.00% No change 274 $8K
FMR LLC 0.00% Add +32.0% 128 $4K
Aptus Capital Advisors, LLC 0.00% No change 72 $2K
Copia Wealth Management 0.00% — 10 $307
Morgan Stanley 0.00% New 1 $31

"% of holder's portfolio" is XC's weight in each manager's 13F, not the share of Wisdomtree True Emerging Mar the manager owns.