CWM
XC icon

Copia Wealth Management’s WisdomTree True Emerging Markets Fund XC Stock Holding History

Copia Wealth Management’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
-10
Closed -$307 – 478
2024
Q4 		$307 Buy
+10
New +$320 ﹤0.01% 408

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

Copia Wealth Management's XC Position: Q1 2025 in Review

Copia Wealth Management sold out of WisdomTree True Emerging Markets Fund (XC) in Q1 2025, closing a stake of 10 shares — an estimated $307 sold.

Copia Wealth Management first reported a position in XC in Q4 2024 and held it in 1 quarter. The position peaked at $307 in Q4 2024. 25 funds tracked by Wall St. Rank hold XC as of Q1 2025.

  • Copia Wealth Management reported no remaining WisdomTree True Emerging Markets Fund position as of Q1 2025 after selling out during the quarter.
  • Copia Wealth Management sold 10 WisdomTree True Emerging Markets Fund shares in Q1 2025, an estimated $307.
  • Copia Wealth Management first reported a position in WisdomTree True Emerging Markets Fund in Q4 2024 and held it in 1 quarter.
  • Copia Wealth Management's WisdomTree True Emerging Markets Fund position peaked at $307 in Q4 2024.
  • 25 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q1 2025.

Based on Copia Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.