AF
XC icon

Allworth Financial’s WisdomTree True Emerging Markets Fund XC Stock Holding History

Allworth Financial’s Portfolio XC Stock Details XC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-45
Closed -$1.45K – 3849
2024
Q2 		$1.45K Hold
45
– – ﹤0.01% 3040
2024
Q1 		$1.38K Buy
+45
New +$1.33K ﹤0.01% 2962
2023
Q1 		– Sell
-498,506
Closed -$12.3M – 3303
2022
Q4 		$12.3M Buy
498,506
+5,282
+1% +$130K 0.14% 82
2022
Q3 		$11.4M Buy
+493,224
New +$11.6M 0.14% 78

Other funds holding XC

LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Allworth Financial's XC Position: Q3 2024 in Review

Allworth Financial sold out of WisdomTree True Emerging Markets Fund (XC) in Q3 2024, closing a stake of 45 shares — an estimated $1.45K sold.

Allworth Financial first reported a position in XC in Q3 2022 and held it in 4 quarters. The position peaked at $12.3M in Q4 2022. 20 funds tracked by Wall St. Rank hold XC as of Q3 2024.

  • Allworth Financial reported no remaining WisdomTree True Emerging Markets Fund position as of Q3 2024 after selling out during the quarter.
  • Allworth Financial sold 45 WisdomTree True Emerging Markets Fund shares in Q3 2024, an estimated $1.45K.
  • Allworth Financial first reported a position in WisdomTree True Emerging Markets Fund in Q3 2022 and held it in 4 quarters.
  • Allworth Financial's WisdomTree True Emerging Markets Fund position peaked at $12.3M in Q4 2022.
  • 20 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q3 2024.

Based on Allworth Financial's 13F filing for Q3 2024, filed 23 Oct 2024.