Cetera Advisors’s WisdomTree True Emerging Markets Fund XC Stock Holding History

Cetera Advisors’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 Q1	$599K	Buy	19,522 +2,664	+16%	+$78.9K	﹤0.01%	1491
2023 Q4	$498K	Buy	16,858 +4,890	+41%	+$133K	0.01%	1131
2023 Q3	$313K	Buy	11,968 +392	+3%	+$10.8K	﹤0.01%	1301
2023 Q2	$319K	Buy	+11,576	New	+$308K	0.01%	1283

Other funds holding XC

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cetera Advisors's XC Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree True Emerging Markets Fund (XC) stake by 16% in Q1 2024, buying an estimated $78.9K and bringing the position to 19,522 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Cetera Advisors first reported a position in XC in Q2 2023 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold XC as of Q1 2024.

Cetera Advisors held 19,522 shares of WisdomTree True Emerging Markets Fund worth $599K as of Q1 2024.
Cetera Advisors bought 2,664 WisdomTree True Emerging Markets Fund shares in Q1 2024, an estimated $78.9K.
WisdomTree True Emerging Markets Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1491 holding.
Cetera Advisors first reported a position in WisdomTree True Emerging Markets Fund in Q2 2023 and has held it in 4 quarters since.
16 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.