Dynamic Advisor Solutions’s WisdomTree True Emerging Markets Fund XC Stock Holding History

Dynamic Advisor Solutions’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
2026 Q2	$395K	Sell	12,454 -16,617	-57%	-$532K	0.01%	755
2026 Q1	$907K	Buy	29,071 +357	+1%	+$11.7K	0.03%	488
2025 Q4	$932K	Buy	28,714 +1,515	+6%	+$52.2K	0.03%	469
2025 Q3	$942K	Buy	27,199 +3,229	+13%	+$111K	0.03%	483
2025 Q2	$825K	Sell	23,970 -1,600	-6%	-$50.5K	0.03%	495
2025 Q1	$760K	Buy	+25,570	New	+$783K	0.03%	486
2024 Q4	–	Sell	-14,789	Closed	-$488K	–	933
2024 Q3	$488K	Sell	14,789 -155	-1%	-$5.05K	0.01%	623
2024 Q2	$480K	Buy	14,944 +1,234	+9%	+$38.1K	0.02%	637
2024 Q1	$421K	Buy	13,710 +905	+7%	+$26.8K	0.01%	644
2023 Q4	$372K	Buy	12,805 +1,802	+16%	+$48.9K	0.01%	653
2023 Q3	$288K	Buy	+11,003	New	+$303K	0.01%	667

Other funds holding XC

Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Viaable Wayne, Pennsylvania $121M AUM

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Dynamic Advisor Solutions's XC Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its WisdomTree True Emerging Markets Fund (XC) stake by 57% in Q2 2026, selling an estimated $532K and leaving 12,454 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #755.

Dynamic Advisor Solutions first reported a position in XC in Q3 2023 and has held it in 11 quarters since. The position peaked at $942K in Q3 2025. 29 funds tracked by Wall St. Rank hold XC as of Q2 2026.

Dynamic Advisor Solutions held 12,454 shares of WisdomTree True Emerging Markets Fund worth $395K as of Q2 2026.
Dynamic Advisor Solutions sold 16,617 WisdomTree True Emerging Markets Fund shares in Q2 2026, an estimated $532K.
WisdomTree True Emerging Markets Fund made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #755 holding.
Dynamic Advisor Solutions first reported a position in WisdomTree True Emerging Markets Fund in Q3 2023 and has held it in 11 quarters since.
Dynamic Advisor Solutions's WisdomTree True Emerging Markets Fund position peaked at $942K in Q3 2025.
29 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.