WisdomTree Emerging Markets Ex-China Fund (XC) Institutional Ownership

$31.43

+0.11 (+0.35%)

(As of 05/17/2024 06:40 PM ET)

WisdomTree Emerging Markets Ex-China Fund Major Shareholders & Ownership History

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/7/2024	Atomi Financial Group Inc.	188,672	$5.79M	0.5%	N/A	12.578%
5/1/2024	Cherry Tree Wealth Management LLC	1,210	$37K	0.0%	N/A	0.081%
2/23/2024	Chicago Partners Investment Group LLC	99,467	$2.86M	0.1%	+9.1%	16.578%
2/6/2024	Legacy Financial Advisors Inc.	550,653	$16.28M	3.1%	+27.4%	91.776%
1/11/2024	Dynamic Advisor Solutions LLC	12,805	$372K	0.0%	+16.4%	2.134%
10/26/2023	Chicago Partners Investment Group LLC	91,212	$2.33M	0.1%	+643.0%	15.202%
10/11/2023	Dynamic Advisor Solutions LLC	11,003	$288K	0.0%	N/A	1.834%
8/10/2023	Cetera Advisors LLC	11,576	$319K	0.0%	N/A	1.929%
8/8/2023	Chicago Partners Investment Group LLC	12,276	$342K	0.0%	N/A	2.046%
8/2/2023	Bank of Montreal Can	9,000	$254K	0.0%	N/A	1.500%
5/3/2023	Legacy Financial Advisors Inc.	27,351	$709K	0.1%	+142.9%	13.676%
3/6/2023	OLD Mission Capital LLC	7,322	$181K	0.0%	N/A	1.220%
2/6/2023	Legacy Financial Advisors Inc.	11,260	$279K	0.1%	N/A	1.877%
1/19/2023	SYM FINANCIAL Corp	6,088	$151K	0.0%	N/A	1.015%
1/13/2023	Allworth Financial LP	498,506	$12.34M	0.1%	+1.1%	83.084%
11/15/2022	Cantor Fitzgerald L. P.	493,269	$11.41M	0.2%	N/A	82.212%

(Data available from 1/1/2016 forward)

Who are the largest shareholders of XC shares?: During the previous two years, 11 institutional investors and hedge funds held shares of WisdomTree Emerging Markets Ex-China Fund. The most heavily invested institutionals were Legacy Financial Advisors Inc. ($16.28M), Allworth Financial LP ($12.34M), Cantor Fitzgerald L. P. ($11.41M), Atomi Financial Group Inc. ($5.79M), Chicago Partners Investment Group LLC ($2.86M), Dynamic Advisor Solutions LLC ($372K), and Cetera Advisors LLC ($319K).Learn more on XC's institutional investors.
Which institutional investors have been buying WisdomTree Emerging Markets Ex-China Fund stock?: Of the 11 institutional investors that purchased WisdomTree Emerging Markets Ex-China Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cantor Fitzgerald L. P. ($493.27K), Atomi Financial Group Inc. ($188.67K), Legacy Financial Advisors Inc. ($145.77K), Chicago Partners Investment Group LLC ($99.47K), Dynamic Advisor Solutions LLC ($12.81K), Cetera Advisors LLC ($11.58K), and Bank of Montreal Can ($9K).
How much institutional buying is happening at WisdomTree Emerging Markets Ex-China Fund?: Institutional investors have bought a total of 980,462 shares in the last 24 months. This purchase volume represents approximately $25.46M in transactions.

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This page (NYSEARCA:XC) was last updated on 5/20/2024 by MarketBeat.com Staff

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