WISDOMTREE TRUE EMERGING MAR (XC) Institutional Ownership Changes & 13F Activity
WISDOMTREE TRUE EMERGING MAR (XC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Legacy Financial Advisors, Inc., Morgan Stanley, Oarsman Capital, Inc., Clearwater Capital Advisors, Llc, and Sterling Manor Financial, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | Buy | +421,348 | — | 421,348 | $13.15M | Q1 2026 | May 15, 2026 |
| Old Mission Capital Llc | Buy | +98,024 | — | 98,024 | $3.06M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -42,044 | -28.5% | 105,371 | $3.29M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +28,935 | +261.1% | 40,015 | $1.25M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -1,199 | -90.6% | 125 | $3.90K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Sell | -92 | -65.7% | 48 | $1.49K | Q1 2026 | May 15, 2026 |
| Hrt Financial Lp | Buy | +18,523 | — | 18,523 | $577.00K | Q1 2026 | May 14, 2026 |
| Clearwater Capital Advisors, Llc | Sell | -229,726 | -50.6% | 224,509 | $7.00M | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Buy | +2,960 | +14.9% | 22,853 | $713.01K | Q1 2026 | May 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -21 | -12.8% | 143 | $4.46K | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Buy | +5,281 | +52.6% | 15,316 | $477.86K | Q1 2026 | May 12, 2026 |
| Creative Planning | Buy | +99 | +0.4% | 26,998 | $842.34K | Q1 2026 | May 12, 2026 |
| Aprio Wealth Management, Llc | Buy | +25,039 | +8.4% | 321,683 | $10.04M | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +468 | — | 468 | $14.60K | Q1 2026 | May 11, 2026 |
| Goldenstone Wealth Management Llc | Buy | +8 | +0.1% | 13,301 | $415.52K | Q1 2026 | May 08, 2026 |
| Lpl Financial Llc | Buy | +29,683 | +22.7% | 160,309 | $5.00M | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, Llc | Sell | -2,721 | -17.3% | 13,007 | $405.82K | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -229 | -18.9% | 981 | $30.60K | Q1 2026 | May 05, 2026 |
| Ubs Group Ag | Sell | -99 | -91.7% | 9 | $281.00 | Q1 2026 | May 05, 2026 |
| Chicago Partners Investment Group Llc | Buy | +1,603 | +1.6% | 98,763 | $3.24M | Q1 2026 | May 04, 2026 |
| Legacy Financial Advisors, Inc. | Sell | -598,932 | -94.8% | 32,942 | $1.03M | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +6,225 | +22.1% | 34,365 | $1.07M | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, Llc | Sell | -695 | -2.9% | 23,638 | $737.50K | Q1 2026 | Apr 30, 2026 |
| Oarsman Capital, Inc. | Buy | +348,022 | +5142.2% | 354,790 | $11.07M | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, Llc | Sell | -266 | -2.7% | 9,737 | $303.79K | Q1 2026 | Apr 27, 2026 |
| Tru Independence Llc | Buy | +27,344 | +15.4% | 205,292 | $6.41M | Q1 2026 | Apr 22, 2026 |
| Ghp Investment Advisors, Inc. | Buy | +637 | — | 637 | $19.88K | Q1 2026 | Apr 21, 2026 |
| Balance Wealth, Llc | Sell | -4,490 | -38.7% | 7,098 | $221.46K | Q1 2026 | Apr 20, 2026 |
| Sterling Manor Financial, Llc | Buy | +209,878 | — | 209,878 | $6.55M | Q1 2026 | Apr 13, 2026 |
| Dynamic Advisor Solutions Llc | Buy | +357 | +1.2% | 29,071 | $907.02K | Q1 2026 | Apr 08, 2026 |
Frequently asked questions about XC activity
Which institutional owners are buying XC?
Institutional owners buying XC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XC activity?
"Buy" means an investor increased their reported position in XC compared to the prior reporting period. This reflects growing exposure to WISDOMTREE TRUE EMERGING MAR (XC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XC increasing?
Institutional interest in XC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.