James T. Borello’s WisdomTree True Emerging Markets Fund XC Stock Holding History

James T. Borello’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 Q3	$48.7K	Hold	1,596	–	–	0.01%	251
2026 Q2	$50.6K	Hold	1,596	–	–	0.01%	238
2026 Q1	$49.8K	Hold	1,596	–	–	0.01%	221
2025 Q4	$51.8K	Hold	1,596	–	–	0.01%	174
2025 Q3	$55.3K	Hold	1,596	–	–	0.02%	154
2025 Q2	$54.9K	Buy	+1,596	New	+$50.3K	0.02%	138

Other funds holding XC

Sterling Manor Financial Saratoga Springs, New York $173M AUM

tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

James T. Borello's XC Position: Q3 2026 in Review

James T. Borello held its WisdomTree True Emerging Markets Fund (XC) position steady in Q3 2026 at 1,596 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #251.

James T. Borello first reported a position in XC in Q2 2025 and has held it in 6 quarters since. The position peaked at $55.3K in Q3 2025. 11 funds tracked by Wall St. Rank hold XC as of Q3 2026.

James T. Borello held 1,596 shares of WisdomTree True Emerging Markets Fund worth $48.7K as of Q3 2026.
James T. Borello left its WisdomTree True Emerging Markets Fund share count unchanged in Q3 2026.
WisdomTree True Emerging Markets Fund made up 0.01% of James T. Borello's portfolio in Q3 2026, its #251 holding.
James T. Borello first reported a position in WisdomTree True Emerging Markets Fund in Q2 2025 and has held it in 6 quarters since.
James T. Borello's WisdomTree True Emerging Markets Fund position peaked at $55.3K in Q3 2025.
11 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.