Vault-13

WISDOMTREE TR XC

EMERGING MKT EXC · ETP · CUSIP 97717Y535

29 institutional holders -5 vs Q1 2026
1,744,5921.7m shares reported held*
$55.3mreported value*
4 new 8 added 12 reduced 8 sold out net sold ≈ $23.2m (-733.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $31.67.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 3Q4 22: 7Q1 23: 5Q2 23: 10Q3 23: 11Q4 23: 10Q1 24: 16Q2 24: 18Q3 24: 21Q4 24: 24Q1 25: 26Q2 25: 30Q3 25: 30Q4 25: 30Q1 26: 34Q2 26: 2929Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20223
Q4 20227
Q1 20235
Q2 202310
Q3 202311
Q4 202310
Q1 202416
Q2 202418
Q3 202421
Q4 202424
Q1 202526
Q2 202530
Q3 202530
Q4 202530
Q1 202634
Q2 202629

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 12 bought or addedQ3 24: 7 cut or sold outQ4 24: 11 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 16 bought or addedQ1 25: 9 cut or sold outQ2 25: 16 bought or addedQ2 25: 12 cut or sold outQ2 25Q3 25: 15 bought or addedQ3 25: 10 cut or sold outQ4 25: 16 bought or addedQ4 25: 9 cut or sold outQ4 25Q1 26: 20 bought or addedQ1 26: 14 cut or sold outQ2 26: 12 bought or addedQ2 26: 20 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024127
Q4 2024117
Q1 2025169
Q2 20251612
Q3 20251510
Q4 2025169
Q1 20262014
Q2 20261220

Biggest buyers

LPL Financial LLC Added +48,658+48.7k
OARSMAN CAPITAL, INC. Added +27,698+27.7k
tru Independence LLC Added +13,356+13.4k
Cetera Investment Advisers Added +9,667+9.7k
SMI Advisory Services, LLC New +7,501+7.5k
Noble Wealth Management PBC Added +7,228+7.2k
CITADEL ADVISORS LLC Added +3,330+3.3k
Chicago Partners Investment Group LLC Added +1,384+1.4k
ROYAL BANK OF CANADA New +1,150+1.1k
JPMORGAN CHASE & CO New +600+600

Biggest sellers

MORGAN STANLEY Reduced -421,347-421.3k
Clearwater Capital Advisors, LLC Sold out -224,509-224.5k
OLD MISSION CAPITAL LLC Reduced -42,980-43.0k
GOLDMAN SACHS GROUP INC Sold out -40,015-40.0k
Cambridge Investment Research Advisors, Inc. Sold out -34,365-34.4k
Aprio Wealth Management, LLC Reduced -24,437-24.4k
Dynamic Advisor Solutions LLC Reduced -16,617-16.6k
JANE STREET GROUP, LLC Sold out -15,316-15.3k
HRT FINANCIAL LP Reduced -12,055-12.1k
Legacy Financial Advisors, Inc. Reduced -10,799-10.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OARSMAN CAPITAL, INC. 1.28% of their portfolio MILWAUKEE, WI 382,488382.5k $12.1m $12.1m 1.28% Added +27.7k +27,698
2 Aprio Wealth Management, LLC 0.47% of their portfolio ATLANTA, GA 297,246297.2k $9.4m $9.4m 0.47% Reduced -24.4k -24,437
3 tru Independence LLC 3.03% of their portfolio PORTLAND, OR 218,648218.6k $6.9m $6.9m 3.03% Added +13.4k +13,356
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 208,967209.0k $6.6m $6.6m 0.00% Added +48.7k +48,658
5 Noble Wealth Management PBC 1.83% of their portfolio GREENWOOD VILLAGE, CO 126,292126.3k $4.0m $4.0m 1.83% Added +7.2k +7,228
6 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 108,701108.7k $3.4m $3.4m 0.00% Added +3.3k +3,330
7 Chicago Partners Investment Group LLC 0.06% of their portfolio CHICAGO, IL 100,147100.1k $3.1m $3.1m 0.06% Added +1.4k +1,384
8 Viaable, LLC 2.00% of their portfolio WAYNE, PA 76,15076.2k $2.4m $2.4m 2.00% First filing
9 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 55,04455.0k $1.7m $1.7m 0.04% Reduced -43.0k -42,980
10 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 32,52032.5k $1.0m $1.0m 0.00% Added +9.7k +9,667
11 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 27,12527.1k $859.9k $859.9k 0.00% Added +127 +127
12 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 22,37522.4k $709.3k $709.3k 0.00% Reduced -1.3k -1,263
13 Legacy Financial Advisors, Inc. 0.09% of their portfolio COVINGTON, KY 22,14322.1k $702.0k $702.0k 0.09% Reduced -10.8k -10,799
14 Goldenstone Wealth Management LLC 0.28% of their portfolio EL DORADO HILLS, CA 13,30013.3k $422.0k $422.0k 0.28% Reduced -1 -1
15 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 12,45412.5k $394.8k $394.8k 0.01% Reduced -16.6k -16,617
16 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 11,93111.9k $378.2k $378.2k 0.00% Reduced -1.1k -1,076
17 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,1488.1k $258.3k $258.3k 0.00% Reduced -1.6k -1,589
18 SMI Advisory Services, LLC 0.04% of their portfolio COLUMBUS, IN 7,5017.5k $241.4k $241.4k 0.04% New
19 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 6,4686.5k $205.0k $205.0k 0.00% Reduced -12.1k -12,055
20 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,4153.4k $108.3k $108.3k 0.00% Unchanged
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,1501.1k $36.0k $36.0k 0.00% New
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 600600 $19.0k $19.0k 0.00% New
23 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 600600 $19.0k $19.0k 0.00% New
24 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 476476 $15.1k $15.1k 0.00% Unchanged
25 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 468468 $14.8k $14.8k 0.00% Unchanged
26 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 122122 $3.9k $3.9k 0.00% Reduced -3 -3
27 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 7272 $2.3k $2.3k 0.00% Unchanged
28 FMR LLC 0.00% of their portfolio BOSTON, MA 4040 $1.3k $1.3k 0.00% Reduced -8 -8
29 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $37 $37 0.00% Reduced -421.3k -421,347