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

$31.34 +0.13 (+0.42%)
Closing price 07/24/2026 04:10 PM Eastern
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$31.34 0.00 (0.00%)
As of 07/24/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Emerging Markets ex-China Fund (NYSEARCA:XC)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$11.71M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$11.42M
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XC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 SMI Advisory Services LLC7,501$241K0.0%N/A0.300%
7/7/2026 Dynamic Advisor Solutions LLC12,454$395K0.0%-57.2%0.498%
7/1/2026 Noble Wealth Management PBC126,292$4.00M1.8%+6.1%4.074%
5/13/2026Cetera Investment Advisers22,853$713K0.0%+14.9%0.737%
5/13/2026Clearwater Capital Advisors LLC224,509$7.01M0.6%-50.6%7.242%
5/5/2026Sanctuary Advisors LLC13,007$406K0.0%-17.3%0.420%
5/4/2026Chicago Partners Investment Group LLC98,763$3.24M0.1%+1.6%3.186%
4/30/2026Kestra Advisory Services LLC23,638$737K0.0%-2.9%0.763%
4/21/2026 Balance Wealth LLC7,098$221K0.1%-38.7%0.229%
2/17/2026Cetera Investment Advisers19,893$645K0.0%+4.7%0.686%
2/16/2026Oarsman Capital Inc.6,768$220K0.0%+11.3%0.233%
2/13/2026Kestra Advisory Services LLC24,333$789K0.0%+15.2%0.839%
2/12/2026Jane Street Group LLC10,035$326K0.0%-38.5%0.346%
2/11/2026LPL Financial LLC130,626$4.24M0.0%-7.3%4.504%
2/10/2026Goldman Sachs Group Inc.11,080$359K0.0%N/A0.382%
2/9/2026Clearwater Capital Advisors LLC454,235$14.74M1.2%+0.8%15.663%
2/6/2026Goldenstone Wealth Management LLC13,293$431K0.3%N/A0.458%
2/4/2026Legacy Financial Advisors Inc.631,874$20.50M2.8%-0.3%21.789%
1/29/2026Aprio Wealth Management LLC296,644$9.63M0.6%+12.6%10.229%
1/28/2026Chicago Partners Investment Group LLC97,160$3.28M0.1%+4.5%3.350%
1/22/2026tru Independence LLC177,948$5.77M1.5%+14.3%6.136%
1/9/2026 Dynamic Advisor Solutions LLC28,714$932K0.0%+5.6%1.104%
1/5/2026 Noble Wealth Management PBC114,373$3.71M1.9%-11.3%4.399%
11/21/2025Oarsman Capital Inc.6,079$211K0.0%N/A0.234%
11/17/2025Flow Traders U.S. LLC29,259$1.01M0.0%N/A1.125%
11/17/2025Citadel Advisors LLC144,956$5.02M0.0%+192.0%5.575%
11/14/2025Creative Planning26,433$916K0.0%+1.9%1.017%
11/13/2025Private Advisor Group LLC9,674$335K0.0%-17.5%0.372%
11/12/2025Aprio Wealth Management LLC263,485$9.13M0.9%+17.5%10.134%
11/10/2025Legacy Financial Advisors Inc.633,589$21.94M3.0%-0.8%24.369%
10/30/2025Chicago Partners Investment Group LLC92,996$3.30M0.1%+0.4%3.577%
10/23/2025tru Independence LLC155,649$5.39M1.4%+6.8%5.987%
10/20/2025 Balance Wealth LLC11,621$403K0.1%-70.9%0.447%
10/9/2025 Dynamic Advisor Solutions LLC27,199$942K0.0%+13.5%1.046%
8/14/2025Jane Street Group LLC18,269$629K0.0%-63.0%0.703%
8/14/2025 Balance Wealth LLC39,875$1.37M0.8%N/A1.534%
8/8/2025Cetera Investment Advisers17,927$617K0.0%-9.0%0.690%
8/8/2025Creative Planning25,949$893K0.0%-6.3%0.998%
7/29/2025Uhlmann Price Securities LLC9,050$312K0.2%N/A0.348%
7/15/2025tru Independence LLC145,724$5.02M1.5%+3.2%5.605%
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7/8/2025RMR Wealth Builders6,539$225K0.0%N/A0.252%
5/19/2025Jane Street Group LLC49,361$1.47M0.0%N/A1.899%
5/16/2025Aprio Wealth Management LLC182,448$5.42M0.7%+15.6%7.017%
5/15/2025OLD Mission Capital LLC64,515$1.92M0.0%+108.9%2.481%
5/14/2025Legacy Financial Advisors Inc.640,754$19.04M3.2%+3.5%24.644%
5/9/2025Chicago Partners Investment Group LLC92,549$2.91M0.1%+1.2%4.207%
5/7/2025LPL Financial LLC153,334$4.56M0.0%+23.6%6.970%
5/6/2025Cetera Investment Advisers19,709$586K0.0%-5.1%0.896%
4/30/2025tru Independence LLC141,150$4.19M1.3%N/A6.416%
4/17/2025Dynamic Advisor Solutions LLC25,570$760K0.0%N/A1.218%
4/15/2025Noble Wealth Management PBC52,581$1.56M1.1%+7.5%2.504%
2/17/2025Cetera Investment Advisers20,770$638K0.0%-3.1%1.385%
2/13/2025Legacy Financial Advisors Inc.618,931$19.03M3.1%+1.3%41.262%
2/12/2025OLD Mission Capital LLC30,889$950K0.0%-1.2%2.059%
2/11/2025LPL Financial LLC124,071$3.81M0.0%+51.9%8.271%
2/5/2025Noble Wealth Management PBC48,913$1.50M1.0%N/A3.261%
1/31/2025Sanctuary Advisors LLC239,745$7.41M0.0%+14.2%15.983%
1/30/2025Quadrant Private Wealth Management LLC15,558$479K0.1%+11.4%1.037%
1/24/2025Chicago Partners Investment Group LLC91,426$2.85M0.1%-15.9%6.095%
1/17/2025Atomi Financial Group Inc.9,815$302K0.0%-7.5%0.654%
1/13/2025Aprio Wealth Management LLC157,861$4.85M0.7%+13.5%10.524%
11/25/2024Sanctuary Advisors LLC210,019$6.67M0.0%+51.5%14.001%
10/29/2024Chicago Partners Investment Group LLC108,762$3.54M0.1%+0.6%7.251%
10/8/2024Atomi Financial Group Inc.10,608$350K0.0%-96.8%0.707%
10/8/2024Aprio Wealth Management LLC139,077$4.59M0.7%N/A9.272%
8/16/2024Creative Planning26,306$844K0.0%-4.9%1.754%
8/13/2024Legacy Financial Advisors Inc.592,338$19.02M3.4%-0.3%39.489%
7/26/2024Atomi Financial Group Inc.330,647$10.62M0.8%+75.2%22.043%
7/15/2024Dynamic Advisor Solutions LLC14,944$480K0.0%+9.0%0.996%
5/24/2024Cetera Advisors LLC19,522$599K0.0%+15.8%1.301%
5/7/2024Atomi Financial Group Inc.188,672$5.79M0.5%N/A12.578%
5/1/2024Cherry Tree Wealth Management LLC1,210$37K0.0%N/A0.081%
2/23/2024Chicago Partners Investment Group LLC99,467$2.86M0.1%+9.1%16.578%
2/6/2024Legacy Financial Advisors Inc.550,653$16.28M3.1%+27.4%91.776%
1/11/2024Dynamic Advisor Solutions LLC12,805$372K0.0%+16.4%2.134%
10/26/2023Chicago Partners Investment Group LLC91,212$2.33M0.1%+643.0%15.202%
10/11/2023Dynamic Advisor Solutions LLC11,003$288K0.0%N/A1.834%
8/10/2023Cetera Advisors LLC11,576$319K0.0%N/A1.929%
8/8/2023Chicago Partners Investment Group LLC12,276$342K0.0%N/A2.046%
8/2/2023Bank of Montreal Can9,000$254K0.0%N/A1.500%
5/3/2023Legacy Financial Advisors Inc.27,351$709K0.1%+142.9%13.676%
3/6/2023OLD Mission Capital LLC7,322$181K0.0%N/A1.220%
2/6/2023Legacy Financial Advisors Inc.11,260$279K0.1%N/A1.877%
1/19/2023SYM FINANCIAL Corp6,088$151K0.0%N/A1.015%
1/13/2023Allworth Financial LP498,506$12.34M0.1%+1.1%83.084%
11/15/2022Cantor Fitzgerald L. P.493,269$11.41M0.2%N/A82.212%


XC Institutional Ownership - Frequently Asked Questions

During the previous two years, 26 institutional investors and hedge funds held shares of WisdomTree Emerging Markets ex-China Fund. The most heavily invested institutionals were Legacy Financial Advisors Inc. ($20.50M), Aprio Wealth Management LLC ($9.63M), Clearwater Capital Advisors LLC ($7.01M), tru Independence LLC ($5.77M), Citadel Advisors LLC ($5.02M), LPL Financial LLC ($4.24M), and Noble Wealth Management PBC ($4.00M).Learn more on WisdomTree Emerging Markets ex-China Fund's institutional investors.

Of the 25 institutional investors that purchased WisdomTree Emerging Markets ex-China Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Aprio Wealth Management LLC ($254.94K), tru Independence LLC ($177.95K), Atomi Financial Group Inc. ($141.98K), Sanctuary Advisors LLC ($101.16K), Citadel Advisors LLC ($95.32K), LPL Financial LLC ($71.67K), and Noble Wealth Management PBC ($59.81K).

Institutional investors have bought a total of 345,963 shares in the last 24 months. This purchase volume represents approximately $11.71M in transactions.

Of the 12 institutional investors that sold WisdomTree Emerging Markets ex-China Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Clearwater Capital Advisors LLC ($229.73K), Jane Street Group LLC ($37.36K), Balance Wealth LLC ($32.74K), Dynamic Advisor Solutions LLC ($16.62K), Noble Wealth Management PBC ($14.57K), LPL Financial LLC ($10.28K), and Legacy Financial Advisors Inc. ($6.76K).

Institutional investors have sold a total of 357,046 shares in the last 24 months. This volume of shares sold represents approximately $11.42M in transactions.


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This page (NYSEARCA:XC) was last updated on 7/25/2026 by MarketBeat.com Staff.
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