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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
Q2 		$702K Sell
22,143
-10,799
-33% -$345K 0.09% 180
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

OC
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
TI
tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return
LPL Financial
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
V
Viaable Wayne, Pennsylvania $121M AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Legacy Financial Advisors's XC Position: Q2 2026 in Review

Legacy Financial Advisors reduced its WisdomTree True Emerging Markets Fund (XC) stake by 33% in Q2 2026, selling an estimated $345K and leaving 22,143 shares worth $702K. The position accounts for 0.09% of the portfolio, ranked #180.

Legacy Financial Advisors first reported a position in XC in Q4 2022 and has held it in 15 quarters since. The position peaked at $22M in Q2 2025. 29 funds tracked by Wall St. Rank hold XC as of Q2 2026.

  • Legacy Financial Advisors held 22,143 shares of WisdomTree True Emerging Markets Fund worth $702K as of Q2 2026.
  • Legacy Financial Advisors sold 10,799 WisdomTree True Emerging Markets Fund shares in Q2 2026, an estimated $345K.
  • WisdomTree True Emerging Markets Fund made up 0.09% of Legacy Financial Advisors's portfolio in Q2 2026, its #180 holding.
  • Legacy Financial Advisors first reported a position in WisdomTree True Emerging Markets Fund in Q4 2022 and has held it in 15 quarters since.
  • Legacy Financial Advisors's WisdomTree True Emerging Markets Fund position peaked at $22M in Q2 2025.
  • 29 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.