Wisdomtree True Emerging MarXCETF
13F holders, Q1 2025 (March 31)25holders +2
7new positions
5sold out
1famous investor
$29.82avg. 13F price*
At the end of Q1 2025, 25 institutions reported holding Wisdomtree True Emerging Mar (XC) in their 13F filings, up 2 from Q4 2024. 7 opened new positions and 5 sold out. The largest holders were Legacy Financial Advisors, Inc. ($19.0M), Sanctuary Advisors, LLC ($7.0M) and Aprio Wealth Management, LLC ($5.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $6.9M |
| Exits | 5 | $728K |
All 13F filers, Q4 2024 → Q1 2025: 357,350 shares bought and 64,056 shares sold, net +293,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Legacy Financial Advisors, Inc. | 3.18% | Add +3.5% | 640,754 | $19.0M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -1.4% | 236,300 | $7.0M |
| Aprio Wealth Management, LLC | 0.68% | Add +15.6% | 182,448 | $5.4M |
| LPL Financial LLC | 0.00% | Add +23.6% | 153,334 | $4.6M |
| tru Independence LLC | 1.30% | New | 141,150 | $4.2M |
| Chicago Partners Investment Group LLC | 0.10% | Add +1.2% | 92,549 | $2.9M |
| Old Mission Capital LLC | 0.04% | Add +108.9% | 64,515 | $1.9M |
| Noble Wealth Management PBC | 1.07% | Add +7.5% | 52,581 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 49,361 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -51.0% | 34,502 | $1.0M |
| Creative Planning | 0.00% | Add +3.4% | 27,699 | $823K |
| Dynamic Advisor Solutions LLC | 0.03% | New | 25,570 | $760K |
| Kestra Advisory Services, LLC | 0.00% | Add +94.0% | 22,485 | $668K |
| Cetera Investment Advisers | 0.00% | Reduce -5.1% | 19,709 | $586K |
| Thrivent Financial for Lutherans | 0.00% | No change | 17,794 | $569K |
| Quadrant Private Wealth Management, LLC | 0.12% | No change | 15,558 | $462K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 10,055 | $299K |
| JPMorgan Chase & Co. | 0.00% | New | 3,436 | $102K |
| BlackRock, Inc. | 0.00% | New | 1,770 | $53K |
| Osaic Holdings, Inc. | 0.00% | Add +10.3% | 1,270 | $38K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,210 | $36K |
| FMR LLC | 0.00% | Reduce -7.8% | 118 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 72 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $39 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $30 |
"% of holder's portfolio" is XC's weight in each manager's 13F, not the share of Wisdomtree True Emerging Mar the manager owns.