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

Legacy Financial 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
2026 Q1	$1.03M	Sell	32,942 -598,932	-95%	-$19.7M	0.14%	125
2025 Q4	$20.5M	Sell	631,874 -1,715	-0.3%	-$59.1K	2.84%	7
2025 Q3	$21.9M	Sell	633,589 -5,046	-0.8%	-$173K	3.02%	4
2025 Q2	$22M	Sell	638,635 -2,119	-0.3%	-$66.8K	3.43%	4
2025 Q1	$19M	Buy	640,754 +21,823	+4%	+$668K	3.18%	4
2024 Q4	$19M	Buy	618,931 +7,937	+1%	+$254K	3.15%	5
2024 Q3	$20.2M	Buy	610,994 +18,656	+3%	+$608K	3.38%	3
2024 Q2	$19M	Sell	592,338 -2,031	-0.3%	-$62.7K	3.39%	4
2024 Q1	$18.2M	Buy	594,369 +43,716	+8%	+$1.29M	3.27%	6
2023 Q4	$16.3M	Buy	550,653 +118,420	+27%	+$3.21M	3.13%	7
2023 Q3	$11.3M	Buy	432,233 +41,832	+11%	+$1.15M	2.26%	12
2023 Q2	$10.7M	Buy	390,401 +363,050	+1,327%	+$9.66M	2.01%	14
2023 Q1	$709K	Buy	27,351 +16,091	+143%	+$414K	0.14%	85
2022 Q4	$279K	Buy	+11,260	New	+$278K	0.06%	187

Other funds holding XC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NWMP

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

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

Legacy Financial Advisors's XC Position: Q1 2026 in Review

Legacy Financial Advisors reduced its WisdomTree True Emerging Markets Fund (XC) stake by 95% in Q1 2026, selling an estimated $19.7M and leaving 32,942 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #125.

Legacy Financial Advisors first reported a position in XC in Q4 2022 and has held it in 14 quarters since. The position peaked at $22M in Q2 2025. 34 funds tracked by Wall St. Rank hold XC as of Q1 2026.

Legacy Financial Advisors held 32,942 shares of WisdomTree True Emerging Markets Fund worth $1.03M as of Q1 2026.
Legacy Financial Advisors sold 598,932 WisdomTree True Emerging Markets Fund shares in Q1 2026, an estimated $19.7M.
WisdomTree True Emerging Markets Fund made up 0.14% of Legacy Financial Advisors's portfolio in Q1 2026, its #125 holding.
Legacy Financial Advisors first reported a position in WisdomTree True Emerging Markets Fund in Q4 2022 and has held it in 14 quarters since.
Legacy Financial Advisors's WisdomTree True Emerging Markets Fund position peaked at $22M in Q2 2025.
34 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.