XC Institutional Ownership
WisdomTree True Emerging Markets Fund
1W: -3.2%
1M: -7.2%
3M: -5.8%
YTD: -7.3%
1Y: -3.5%
3Y: +31.4%
$30.33
+0.10 (+0.32%)
Weekly Expected Move ±1.8%
$29
$30
$30
$31
$31
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XC
38
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
55M
Total Invested
5
New Positions
8
Increased
20
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (41 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OARSMAN CAPITAL, INC. | 382,488 | $12M | +27,698 | +7.8% | 4Q | SEC ↗ |
| 2 | Aprio Wealth Management, LLC | 297,246 | $9M | -24,437 | -7.6% | 8Q | SEC ↗ |
| 3 | tru Independence LLC | 218,648 | $7M | +13,356 | +6.5% | 6Q | SEC ↗ |
| 4 | Sterling Manor Financial, LLC NEW | 209,878 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 5 | LPL Financial LLC | 208,967 | $6M | +48,658 | +30.4% | 9Q | SEC ↗ |
| 6 | Noble Wealth Management PBC | 126,292 | $4M | +7,228 | +6.1% | 4Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC | 108,701 | $3M | +3,330 | +3.2% | 11Q | SEC ↗ |
| 8 | Chicago Partners Investment Group LLC | 100,147 | $3M | +1,384 | +1.4% | 13Q | SEC ↗ |
| 9 | Viaable, LLC NEW | 76,150 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 10 | OLD MISSION CAPITAL LLC | 55,044 | $2M | -42,980 | -43.8% | 2Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 32,520 | $986K | +9,667 | +42.3% | 10Q | SEC ↗ |
| 12 | Creative Planning | 27,125 | $823K | +127 | +0.5% | 12Q | SEC ↗ |
| 13 | Kestra Advisory Services, LLC | 22,375 | $679K | -1,263 | -5.3% | 9Q | SEC ↗ |
| 14 | Legacy Financial Advisors, Inc. | 22,143 | $672K | -10,799 | -32.8% | 15Q | SEC ↗ |
| 15 | Goldenstone Wealth Management LLC | 13,300 | $403K | -1 | -0.0% | 3Q | SEC ↗ |
| 16 | Dynamic Advisor Solutions LLC | 12,454 | $378K | -16,617 | -57.2% | 6Q | SEC ↗ |
| 17 | Sanctuary Advisors, LLC | 11,931 | $362K | -1,076 | -8.3% | 9Q | SEC ↗ |
| 18 | Private Advisor Group, LLC | 8,148 | $247K | -1,589 | -16.3% | 5Q | SEC ↗ |
| 19 | SMI Advisory Services, LLC NEW | 7,501 | $228K | — | +0.0% | 1Q | SEC ↗ |
| 20 | HRT FINANCIAL LP | 6,468 | $196K | -12,055 | -65.1% | 2Q | SEC ↗ |
| 21 | Farther Finance Advisors, LLC | 3,415 | $104K | — | +0.0% | 5Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA NEW | 1,150 | $35K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Cherry Tree Wealth Management, LLC | 981 | $30K | — | +0.0% | 10Q | SEC ↗ |
| 24 | JPMORGAN CHASE & CO NEW | 600 | $18K | — | +0.0% | 1Q | SEC ↗ |
| 25 | CENTRAL TRUST Co NEW | 600 | $18K | — | +0.0% | 1Q | SEC ↗ |
| 26 | ROTHSCHILD INVESTMENT LLC | 476 | $14K | — | +0.0% | 5Q | SEC ↗ |
| 27 | Ashton Thomas Private Wealth, LLC | 468 | $14K | — | +0.0% | 2Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 122 | $4K | -3 | -2.4% | 8Q | SEC ↗ |
| 29 | Aptus Capital Advisors, LLC | 72 | $2K | — | +0.0% | 10Q | SEC ↗ |
| 30 | FMR LLC | 40 | $1K | -8 | -16.7% | 8Q | SEC ↗ |
| 31 | MORGAN STANLEY | 1 | $0K | -421,347 | -100.0% | 2Q | SEC ↗ |
| 32 | UBS Group AG | 0 | $0K | -9 | -100.0% | 4Q | SEC ↗ |
| 33 | JANE STREET GROUP, LLC | 0 | $0K | -15,316 | -100.0% | 5Q | SEC ↗ |
| 34 | BlackRock, Inc. | 0 | $0K | -3,320 | -100.0% | 4Q | SEC ↗ |
| 35 | GOLDMAN SACHS GROUP INC | 0 | $0K | -40,015 | -100.0% | 2Q | SEC ↗ |
| 36 | Clearwater Capital Advisors, LLC | 0 | $0K | -224,509 | -100.0% | 4Q | SEC ↗ |
| 37 | AE Wealth Management LLC | 0 | $0K | -370 | -100.0% | 2Q | SEC ↗ |
| 38 | Balance Wealth, LLC | 0 | $0K | -7,098 | -100.0% | 4Q | SEC ↗ |
| 39 | Cambridge Investment Research Advisors | 0 | $0K | -34,365 | -100.0% | 5Q | SEC ↗ |
| 40 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0 | $0K | -143 | -100.0% | 5Q | SEC ↗ |
| 41 | GHP Investment Advisors, Inc. | 0 | $0K | -637 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Sterling Manor Financial, LLC | 209,878 | $6M |
| Viaable, LLC | 76,150 | $2M |
| SMI Advisory Services, LLC | 7,501 | $228K |
| ROYAL BANK OF CANADA | 1,150 | $35K |
| JPMORGAN CHASE & CO | 600 | $18K |
| CENTRAL TRUST Co | 600 | $18K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Clearwater Capital Advisors, LLC | 224,509 | $7M |
| GOLDMAN SACHS GROUP INC | 40,015 | $1M |
| Cambridge Investment Research Advis | 34,365 | $1M |
| JANE STREET GROUP, LLC | 15,316 | $465K |
| Balance Wealth, LLC | 7,098 | $215K |
| BlackRock, Inc. | 3,320 | $101K |
| GHP Investment Advisors, Inc. | 637 | $19K |
| AE Wealth Management LLC | 370 | $11K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 143 | $4K |
| UBS Group AG | 9 | $0K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +48,658 | +30.4% | 208,967 |
| OARSMAN CAPITAL, INC. | +27,698 | +7.8% | 382,488 |
| tru Independence LLC | +13,356 | +6.5% | 218,648 |
| Cetera Investment Advisers | +9,667 | +42.3% | 32,520 |
| Noble Wealth Management PBC | +7,228 | +6.1% | 126,292 |
| CITADEL ADVISORS LLC | +3,330 | +3.2% | 108,701 |
| Chicago Partners Investment Group L | +1,384 | +1.4% | 100,147 |
| Creative Planning | +127 | +0.5% | 27,125 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -421,347 | -100.0% | 1 |
| OLD MISSION CAPITAL LLC | -42,980 | -43.8% | 55,044 |
| Aprio Wealth Management, LLC | -24,437 | -7.6% | 297,246 |
| Dynamic Advisor Solutions LLC | -16,617 | -57.2% | 12,454 |
| HRT FINANCIAL LP | -12,055 | -65.1% | 6,468 |
| Legacy Financial Advisors, Inc. | -10,799 | -32.8% | 22,143 |
| Private Advisor Group, LLC | -1,589 | -16.3% | 8,148 |
| Kestra Advisory Services, LLC | -1,263 | -5.3% | 22,375 |
| Sanctuary Advisors, LLC | -1,076 | -8.3% | 11,931 |
| FMR LLC | -8 | -16.7% | 40 |
| OSAIC HOLDINGS, INC. | -3 | -2.4% | 122 |
| Goldenstone Wealth Management LLC | -1 | -0.0% | 13,300 |