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

$32.36 +0.06 (+0.19%)
As of 05/23/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for WisdomTree Emerging Markets ex-China Fund (NYSEARCA:XC)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$25.96M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$11.28M
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XC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC49,361$1.47M0.0%N/A1.899%
5/16/2025 Aprio Wealth Management LLC182,448$5.42M0.7%+15.6%7.017%
5/15/2025 OLD Mission Capital LLC64,515$1.92M0.0%+108.9%2.481%
5/14/2025 Legacy Financial Advisors Inc.640,754$19.04M3.2%+3.5%24.644%
5/9/2025 Chicago Partners Investment Group LLC92,549$2.91M0.1%+1.2%4.207%
5/7/2025 LPL Financial LLC153,334$4.56M0.0%+23.6%6.970%
5/6/2025 Cetera Investment Advisers19,709$586K0.0%-5.1%0.896%
4/30/2025 tru Independence LLC141,150$4.19M1.3%N/A6.416%
4/17/2025 Dynamic Advisor Solutions LLC25,570$760K0.0%N/A1.218%
4/15/2025 Noble Wealth Management PBC52,581$1.56M1.1%+7.5%2.504%
2/17/2025 Cetera Investment Advisers20,770$638K0.0%-3.1%1.385%
2/13/2025 Legacy Financial Advisors Inc.618,931$19.03M3.1%+1.3%41.262%
2/12/2025 OLD Mission Capital LLC30,889$950K0.0%-1.2%2.059%
2/11/2025 LPL Financial LLC124,071$3.81M0.0%+51.9%8.271%
2/5/2025 Noble Wealth Management PBC48,913$1.50M1.0%N/A3.261%
1/31/2025Sanctuary Advisors LLC239,745$7.41M0.0%+14.2%15.983%
1/30/2025 Quadrant Private Wealth Management LLC15,558$479K0.1%+11.4%1.037%
1/24/2025 Chicago Partners Investment Group LLC91,426$2.85M0.1%-15.9%6.095%
1/17/2025 Atomi Financial Group Inc.9,815$302K0.0%-7.5%0.654%
1/13/2025 Aprio Wealth Management LLC157,861$4.85M0.7%+13.5%10.524%
11/25/2024Sanctuary Advisors LLC210,019$6.67M0.0%+51.5%14.001%
10/29/2024 Chicago Partners Investment Group LLC108,762$3.54M0.1%+0.6%7.251%
10/8/2024 Atomi Financial Group Inc.10,608$350K0.0%-96.8%0.707%
10/8/2024 Aprio Wealth Management LLC139,077$4.59M0.7%N/A9.272%
8/16/2024 Creative Planning26,306$844K0.0%-4.9%1.754%
8/13/2024 Legacy Financial Advisors Inc.592,338$19.02M3.4%-0.3%39.489%
7/26/2024 Atomi Financial Group Inc.330,647$10.62M0.8%+75.2%22.043%
7/15/2024 Dynamic Advisor Solutions LLC14,944$480K0.0%+9.0%0.996%
5/24/2024Cetera Advisors LLC19,522$599K0.0%+15.8%1.301%
5/7/2024 Atomi Financial Group Inc.188,672$5.79M0.5%N/A12.578%
5/1/2024 Cherry Tree Wealth Management LLC1,210$37K0.0%N/A0.081%
2/23/2024 Chicago Partners Investment Group LLC99,467$2.86M0.1%+9.1%16.578%
2/6/2024 Legacy Financial Advisors Inc.550,653$16.28M3.1%+27.4%91.776%
1/11/2024 Dynamic Advisor Solutions LLC12,805$372K0.0%+16.4%2.134%
10/26/2023 Chicago Partners Investment Group LLC91,212$2.33M0.1%+643.0%15.202%
10/11/2023 Dynamic Advisor Solutions LLC11,003$288K0.0%N/A1.834%
8/10/2023Cetera Advisors LLC11,576$319K0.0%N/A1.929%
8/8/2023 Chicago Partners Investment Group LLC12,276$342K0.0%N/A2.046%
8/2/2023 Bank of Montreal Can9,000$254K0.0%N/A1.500%
5/3/2023 Legacy Financial Advisors Inc.27,351$709K0.1%+142.9%13.676%
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3/6/2023 OLD Mission Capital LLC7,322$181K0.0%N/A1.220%
2/6/2023 Legacy Financial Advisors Inc.11,260$279K0.1%N/A1.877%
1/19/2023 SYM FINANCIAL Corp6,088$151K0.0%N/A1.015%
1/13/2023 Allworth Financial LP498,506$12.34M0.1%+1.1%83.084%
11/15/2022 Cantor Fitzgerald L. P.493,269$11.41M0.2%N/A82.212%
(Data available from 1/1/2016 forward)

XC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XC shares?

During the previous two years, 17 institutional investors and hedge funds held shares of WisdomTree Emerging Markets ex-China Fund. The most heavily invested institutionals were Legacy Financial Advisors Inc. ($19.04M), Sanctuary Advisors LLC ($7.41M), Aprio Wealth Management LLC ($5.42M), LPL Financial LLC ($4.56M), tru Independence LLC ($4.19M), Chicago Partners Investment Group LLC ($2.91M), and OLD Mission Capital LLC ($1.92M).Learn more on XC's institutional investors.

Which institutional investors have been buying WisdomTree Emerging Markets ex-China Fund stock?

Of the 15 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: Atomi Financial Group Inc. ($330.65K), Aprio Wealth Management LLC ($182.45K), Legacy Financial Advisors Inc. ($148.18K), tru Independence LLC ($141.15K), Chicago Partners Investment Group LLC ($101.22K), Sanctuary Advisors LLC ($101.16K), and LPL Financial LLC ($71.67K).

How much institutional buying is happening at WisdomTree Emerging Markets ex-China Fund?

Institutional investors have bought a total of 1,277,687 shares in the last 24 months. This purchase volume represents approximately $38.93M in transactions.

Which WisdomTree Emerging Markets ex-China Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree Emerging Markets ex-China Fund stock in the last 24 months: Atomi Financial Group Inc. ($320.83K), Chicago Partners Investment Group LLC ($17.34K), Legacy Financial Advisors Inc. ($2.03K), Cetera Investment Advisers ($1.73K), Creative Planning ($1.36K), and OLD Mission Capital LLC ($388.00).

How much institutional selling is happening at WisdomTree Emerging Markets ex-China Fund?

Institutional investors have sold a total of 343,668 shares in the last 24 months. This volume of shares sold represents approximately $11.28M in transactions.



This page (NYSEARCA:XC) was last updated on 5/25/2025 by MarketBeat.com Staff
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