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RMR Wealth Builders’s WisdomTree True Emerging Markets Fund XC Stock Holding History

RMR Wealth Builders’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
Q3 		– Sell
-6,539
Closed -$225K – 301
2025
Q2 		$225K Buy
+6,539
New +$206K 0.02% 264

Other funds holding XC

LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

RMR Wealth Builders's XC Position: Q3 2025 in Review

RMR Wealth Builders sold out of WisdomTree True Emerging Markets Fund (XC) in Q3 2025, closing a stake of 6,539 shares — an estimated $225K sold.

RMR Wealth Builders first reported a position in XC in Q2 2025 and held it in 1 quarter. The position peaked at $225K in Q2 2025. 30 funds tracked by Wall St. Rank hold XC as of Q3 2025.

  • RMR Wealth Builders reported no remaining WisdomTree True Emerging Markets Fund position as of Q3 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 6,539 WisdomTree True Emerging Markets Fund shares in Q3 2025, an estimated $225K.
  • RMR Wealth Builders first reported a position in WisdomTree True Emerging Markets Fund in Q2 2025 and held it in 1 quarter.
  • RMR Wealth Builders's WisdomTree True Emerging Markets Fund position peaked at $225K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q3 2025.

Based on RMR Wealth Builders's 13F filing for Q3 2025, filed 5 Nov 2025.