SMI Advisory Services’s WisdomTree True Emerging Markets Fund XC Stock Holding History

SMI Advisory Services’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 Q3	$316K	Buy	10,235 +2,734	+36%	+$87.6K	0.05%	48
2026 Q2	$241K	Buy	+7,501	New	+$240K	0.04%	58

Other funds holding XC

tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SMI Advisory Services's XC Position: Q3 2026 in Review

SMI Advisory Services increased its WisdomTree True Emerging Markets Fund (XC) stake by 36% in Q3 2026, buying an estimated $87.6K and bringing the position to 10,235 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #48.

SMI Advisory Services first reported a position in XC in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold XC as of Q3 2026.

SMI Advisory Services held 10,235 shares of WisdomTree True Emerging Markets Fund worth $316K as of Q3 2026.
SMI Advisory Services bought 2,734 WisdomTree True Emerging Markets Fund shares in Q3 2026, an estimated $87.6K.
WisdomTree True Emerging Markets Fund made up 0.05% of SMI Advisory Services's portfolio in Q3 2026, its #48 holding.
SMI Advisory Services first reported a position in WisdomTree True Emerging Markets Fund in Q2 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.