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

Atomi Financial Group’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
2025
Q1 		– Sell
-9,815
Closed -$302K – 1129
2024
Q4 		$302K Sell
9,815
-793
-7% -$25.4K 0.02% 712
2024
Q3 		$350K Sell
10,608
-320,039
-97% -$10.4M 0.02% 605
2024
Q2 		$10.6M Buy
330,647
+141,975
+75% +$4.39M 0.79% 25
2024
Q1 		$5.79M Buy
+188,672
New +$5.59M 0.53% 34

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atomi Financial Group's XC Position: Q1 2025 in Review

Atomi Financial Group sold out of WisdomTree True Emerging Markets Fund (XC) in Q1 2025, closing a stake of 9,815 shares — an estimated $302K sold.

Atomi Financial Group first reported a position in XC in Q1 2024 and held it in 4 quarters. The position peaked at $10.6M in Q2 2024. 25 funds tracked by Wall St. Rank hold XC as of Q1 2025.

  • Atomi Financial Group reported no remaining WisdomTree True Emerging Markets Fund position as of Q1 2025 after selling out during the quarter.
  • Atomi Financial Group sold 9,815 WisdomTree True Emerging Markets Fund shares in Q1 2025, an estimated $302K.
  • Atomi Financial Group first reported a position in WisdomTree True Emerging Markets Fund in Q1 2024 and held it in 4 quarters.
  • Atomi Financial Group's WisdomTree True Emerging Markets Fund position peaked at $10.6M in Q2 2024.
  • 25 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.