CFGS
XC icon

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

Concourse Financial Group Securities’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
2023
Q2 		– Sell
-3,424
Closed -$91.1K – 2464
2023
Q1 		$88.8K Buy
+3,424
New +$88.1K 0.01% 901

Other funds holding XC

LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concourse Financial Group Securities's XC Position: Q2 2023 in Review

Concourse Financial Group Securities sold out of WisdomTree True Emerging Markets Fund (XC) in Q2 2023, closing a stake of 3,424 shares — an estimated $91.1K sold.

Concourse Financial Group Securities first reported a position in XC in Q1 2023 and held it in 1 quarter. The position peaked at $88.8K in Q1 2023. 9 funds tracked by Wall St. Rank hold XC as of Q2 2023.

  • Concourse Financial Group Securities reported no remaining WisdomTree True Emerging Markets Fund position as of Q2 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3,424 WisdomTree True Emerging Markets Fund shares in Q2 2023, an estimated $91.1K.
  • Concourse Financial Group Securities first reported a position in WisdomTree True Emerging Markets Fund in Q1 2023 and held it in 1 quarter.
  • Concourse Financial Group Securities's WisdomTree True Emerging Markets Fund position peaked at $88.8K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q2 2023.

Based on Concourse Financial Group Securities's 13F filing for Q2 2023, filed 10 Aug 2023.