QPWM
XC icon

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

Quadrant Private 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
Q2 		– Sell
-15,558
Closed -$462K – 264
2025
Q1 		$462K Hold
15,558
– – 0.12% 147
2024
Q4 		$479K Buy
15,558
+1,590
+11% +$50.9K 0.12% 151
2024
Q3 		$461K Buy
13,968
+2,263
+19% +$73.8K 0.11% 150
2024
Q2 		$376K Buy
+11,705
New +$362K 0.09% 168

Other funds holding XC

LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Quadrant Private Wealth Management's XC Position: Q2 2025 in Review

Quadrant Private Wealth Management sold out of WisdomTree True Emerging Markets Fund (XC) in Q2 2025, closing a stake of 15,558 shares — an estimated $462K sold.

Quadrant Private Wealth Management first reported a position in XC in Q2 2024 and held it in 4 quarters. The position peaked at $479K in Q4 2024. 29 funds tracked by Wall St. Rank hold XC as of Q2 2025.

  • Quadrant Private Wealth Management reported no remaining WisdomTree True Emerging Markets Fund position as of Q2 2025 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 15,558 WisdomTree True Emerging Markets Fund shares in Q2 2025, an estimated $462K.
  • Quadrant Private Wealth Management first reported a position in WisdomTree True Emerging Markets Fund in Q2 2024 and held it in 4 quarters.
  • Quadrant Private Wealth Management's WisdomTree True Emerging Markets Fund position peaked at $479K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q2 2025.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.