Wisdomtree True Emerging MarXCETF

13F holders, Q4 2025 (December 31)
30holders
1new positions
2sold out
1famous investor
$32.50avg. 13F price*

At the end of Q4 2025, 30 institutions reported holding Wisdomtree True Emerging Mar (XC) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 2 sold out. The largest holders were Legacy Financial Advisors, Inc. ($20.5M), Clearwater Capital Advisors, LLC ($14.7M) and Aprio Wealth Management, LLC ($9.6M). 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

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 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$359K
Exits2$2.2M

All 13F filers, Q3 2025 → Q4 2025: 92,640 shares bought and 96,778 shares sold, net −4,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Legacy Financial Advisors, Inc. 2.84% Reduce -0.3% 631,874 $20.5M
Clearwater Capital Advisors, LLC 1.23% Add +0.8% 454,235 $14.7M
Aprio Wealth Management, LLC 0.55% Add +12.6% 296,644 $9.6M
tru Independence LLC 1.46% Add +14.3% 177,948 $5.8M
Citadel Advisors 0.00% Add +1.7% 147,415 $4.8M
LPL Financial LLC 0.00% Reduce -7.3% 130,626 $4.2M
Noble Wealth Management PBC 1.86% Reduce -11.3% 114,373 $3.7M
Chicago Partners Investment Group LLC 0.08% Add +4.5% 97,160 $3.3M
Dynamic Advisor Solutions LLC 0.03% Add +5.6% 28,714 $932K
Cambridge Investment Research Advisors, Inc. 0.00% Add +39.0% 28,140 $913K
Creative Planning 0.00% Add +1.8% 26,899 $873K
Kestra Advisory Services, LLC 0.00% Add +15.2% 24,333 $789K
Cetera Investment Advisers 0.00% Add +4.7% 19,893 $645K
Sanctuary Advisors, LLC 0.00% No change 15,728 $510K
Goldenstone Wealth Management LLC 0.32% — 13,293 $431K
Balance Wealth Partners LLC 0.12% Reduce -0.3% 11,588 $376K
Goldman Sachs Group Inc. 0.00% New 11,080 $359K
Jane Street Group, LLC 0.00% Reduce -38.5% 10,035 $326K
Private Advisor Group, LLC 0.00% Add +3.4% 10,003 $325K
Oarsman Capital, Inc. 0.03% Add +11.3% 6,768 $220K
BlackRock, Inc. 0.00% No change 3,320 $108K
Osaic Holdings, Inc. 0.00% Add +147.5% 1,324 $43K
Cherry Tree Wealth Management, LLC 0.01% No change 1,210 $39K
Rothschild Investment LLC 0.00% No change 476 $15K
AE Wealth Management LLC 0.00% No change 370 $12K
Farther Finance Advisors, LLC 0.00% No change 210 $7K
O'shaughnessy Asset Management, LLC 0.00% Add +16300.0% 164 $5K
FMR LLC 0.00% Add +154.6% 140 $5K
UBS Group AG 0.00% Reduce -92.0% 108 $4K
Aptus Capital Advisors, LLC 0.00% No change 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.