Wisdomtree True Emerging MarXCETF
13F holders, Q2 2025 (June 30)29holders +4
8new positions
3sold out
1famous investor
$34.42avg. 13F price*
At the end of Q2 2025, 29 institutions reported holding Wisdomtree True Emerging Mar (XC) in their 13F filings, up 4 from Q1 2025. 8 opened new positions and 3 sold out. The largest holders were Legacy Financial Advisors, Inc. ($22.0M), Clearwater Capital Advisors, LLC ($15.3M) and Sanctuary Advisors, LLC ($8.1M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $17.6M |
| Exits | 3 | $1.1M |
All 13F filers, Q1 2025 → Q2 2025: 578,915 shares bought and 153,949 shares sold, net +424,966 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Legacy Financial Advisors, Inc. | 3.43% | Reduce -0.3% | 638,635 | $22.0M |
| Clearwater Capital Advisors, LLC | 1.39% | New | 443,049 | $15.3M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -0.0% | 236,271 | $8.1M |
| Aprio Wealth Management, LLC | 0.87% | Add +22.9% | 224,155 | $7.7M |
| tru Independence LLC | 1.45% | Add +3.2% | 145,724 | $5.0M |
| LPL Financial LLC | 0.00% | Reduce -14.7% | 130,815 | $4.5M |
| Chicago Partners Investment Group LLC | 0.09% | Add +0.1% | 92,618 | $3.2M |
| Citadel Advisors | 0.00% | Add +43.9% | 49,634 | $1.7M |
| Balance Wealth Partners LLC | 0.80% | New | 39,875 | $1.4M |
| Creative Planning | 0.00% | Reduce -6.3% | 25,949 | $893K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -6.3% | 23,970 | $825K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.6% | 22,610 | $778K |
| Jane Street Group, LLC | 0.00% | Reduce -63.0% | 18,269 | $629K |
| Cetera Investment Advisers | 0.00% | Reduce -9.0% | 17,927 | $617K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +33.1% | 13,381 | $461K |
| Private Advisor Group, LLC | 0.00% | New | 11,719 | $403K |
| Uhlmann Price Securities, LLC | 0.22% | New | 9,050 | $312K |
| Old Mission Capital LLC | 0.01% | Reduce -87.1% | 8,308 | $286K |
| RMR Wealth Builders | 0.02% | New | 6,539 | $225K |
| BlackRock, Inc. | 0.00% | Add +87.6% | 3,320 | $114K |
| UBS Group AG | 0.00% | New | 1,492 | $51K |
| Osaic Holdings, Inc. | 0.00% | Add +1.7% | 1,292 | $44K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,210 | $42K |
| Rothschild Investment LLC | 0.00% | New | 476 | $16K |
| Farther Finance Advisors, LLC | 0.00% | New | 210 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 72 | $2K |
| FMR LLC | 0.00% | Reduce -53.4% | 55 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $43 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $34 |
"% of holder's portfolio" is XC's weight in each manager's 13F, not the share of Wisdomtree True Emerging Mar the manager owns.