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

$30.69
+0.04 (+0.13%)
(As of 05/10/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$12.88M
Number of
Institutional Sellers
(last 12 months)
0
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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
5/7/2024 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%
2/6/2024Legacy 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%
8/2/2023Bank 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%
1/19/2023 SYM FINANCIAL Corp6,088$151K0.0%N/A1.015%
1/13/2023 Allworth Financial LP498,506$12.34M0.1%+1.1%83.084%
11/15/2022Cantor 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, 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.


This page (NYSEARCA:XC) was last updated on 5/12/2024 by MarketBeat.com Staff

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