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Rothschild Investment LLC’s WisdomTree True Emerging Markets Fund XC Stock Holding History

Rothschild Investment LLC’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 		$14.9K Hold
476
– – ﹤0.01% 1535
2025
Q4 		$15.4K Hold
476
– – ﹤0.01% 1412
2025
Q3 		$16.5K Hold
476
– – ﹤0.01% 1289
2025
Q2 		$16.4K Buy
+476
New +$15K ﹤0.01% 1069

Other funds holding XC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OC
Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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
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
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Citadel Advisors
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

Rothschild Investment LLC's XC Position: Q1 2026 in Review

Rothschild Investment LLC held its WisdomTree True Emerging Markets Fund (XC) position steady in Q1 2026 at 476 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Rothschild Investment LLC first reported a position in XC in Q2 2025 and has held it in 4 quarters since. The position peaked at $16.5K in Q3 2025. 34 funds tracked by Wall St. Rank hold XC as of Q1 2026.

  • Rothschild Investment LLC held 476 shares of WisdomTree True Emerging Markets Fund worth $14.9K as of Q1 2026.
  • Rothschild Investment LLC left its WisdomTree True Emerging Markets Fund share count unchanged in Q1 2026.
  • WisdomTree True Emerging Markets Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1535 holding.
  • Rothschild Investment LLC first reported a position in WisdomTree True Emerging Markets Fund in Q2 2025 and has held it in 4 quarters since.
  • Rothschild Investment LLC's WisdomTree True Emerging Markets Fund position peaked at $16.5K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.