Who Owns XC?
WisdomTree True Emerging Markets Fund — Institutional Ownership & 13F Holdings
$31.53
+0.73 (+2.37%)
Market Cap
$78.3M
Shares Outstanding
2,554,422
Institutional Holders
24
Total Inst. Value
$37.8M
% of Float Held
—
QoQ Holder Change
+10
Institutional data as of Q1 2025
New Positions
8
Closed Positions
7
Increased
9
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Legacy Financial Advisors, Inc. | $19.0M | 640,754 |
| 2 | Aprio Wealth Management, LLC | $5.4M | 182,448 |
| 3 | tru Independence LLCNew | $4.2M | 141,150 |
| 4 | Chicago Partners Investment Group LLC | $2.9M | 92,549 |
| 5 | Noble Wealth Management PBC | $1.6M | 52,581 |
| 6 | JANE STREET GROUP, LLCNew | $1.5M | 49,361 |
| 7 | Creative Planning | $823K | 27,699 |
| 8 | Dynamic Advisor Solutions LLCNew | $760K | 25,570 |
| 9 | Cetera Investment Advisers | $586K | 19,709 |
| 10 | Quadrant Private Wealth Management, LLCNew | $462K | 15,558 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Legacy Financial Advisors, Inc. | +22K | $19.0M |
| Aprio Wealth Management, LLC | +25K | $5.4M |
| tru Independence LLCNew | +141K | $4.2M |
| Chicago Partners Investment Group LLC | +1K | $2.9M |
| Noble Wealth Management PBC | +4K | $1.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITADEL ADVISORS LLC | -36K | $1K |
| Cetera Investment Advisers | -1K | $586K |
| FMR LLC | -10 | $3K |
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Frequently Asked Questions
How many institutional investors hold XC?
As of Q1 2025, 24 institutional investors report holding XC (WisdomTree True Emerging Markets Fund) in their 13F filings.
Which hedge fund owns the most XC?
The largest institutional holder of XC is Legacy Financial Advisors, Inc. with $19.0M in shares.
Are institutions buying or selling XC?
This quarter, 8 institutions opened new positions in XC and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.