Who Owns WISDOMTREE TRUE EMERGING MARKETS FUND (XC)? -- Institutional Holders (2026-06-30)
37 institutions reported holding $55.3M of WISDOMTREE TRUE EMERGING MARKETS FUND (XC) in SEC 13F filings for 2026-06-30. Largest institutional holders: OARSMAN CAPITAL, INC. ($12.1M), Aprio Wealth Management, LLC ($9.4M), tru Independence LLC ($6.9M), LPL Financial LLC ($6.6M), Noble Wealth Management PBC ($4.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | OARSMAN CAPITAL, INC. | $12.1M | 382,488 | Added |
| 2 | Aprio Wealth Management, LLC | $9.4M | 297,246 | Trimmed |
| 3 | tru Independence LLC | $6.9M | 218,648 | Added |
| 4 | LPL Financial LLC | $6.6M | 208,967 | Added |
| 5 | Noble Wealth Management PBC | $4.0M | 126,292 | Added |
| 6 | CITADEL ADVISORS LLC | $3.4M | 108,701 | Added |
| 7 | Chicago Partners Investment Group LLC | $3.1M | 100,147 | Added |
| 8 | Viaable, LLC | $2.4M | 76,150 | New |
| 9 | OLD MISSION CAPITAL LLC | $1.7M | 55,044 | Trimmed |
| 10 | Cetera Investment Advisers | $1.0M | 32,520 | Added |
| 11 | Creative Planning | $859,870 | 27,125 | Added |
| 12 | Kestra Advisory Services, LLC | $709,300 | 22,375 | Trimmed |
| 13 | Legacy Financial Advisors, Inc. | $701,960 | 22,143 | Trimmed |
| 14 | Goldenstone Wealth Management LLC | $422,007 | 13,300 | Trimmed |
| 15 | Dynamic Advisor Solutions LLC | $394,813 | 12,454 | Trimmed |
| 16 | Sanctuary Advisors, LLC | $378,221 | 11,931 | Trimmed |
| 17 | Private Advisor Group, LLC | $258,298 | 8,148 | Trimmed |
| 18 | SMI Advisory Services, LLC | $241,422 | 7,501 | New |
| 19 | HRT FINANCIAL LP | $205,000 | 6,468 | Trimmed |
| 20 | Farther Finance Advisors, LLC | $108,258 | 3,415 | Hold |
| 21 | Royal Bank of Canada | $36,000 | 1,150 | New |
| 22 | CENTRAL TRUST Co | $19,021 | 600 | New |
| 23 | JPMORGAN CHASE & CO | $19,017 | 600 | New |
| 24 | ROTHSCHILD INVESTMENT LLC | $15,090 | 476 | Hold |
| 25 | Ashton Thomas Private Wealth, LLC | $14,836 | 468 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30