SYM Financial Corp’s WisdomTree True Emerging Markets Fund XC Stock Holding History

SYM Financial Corp’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
2023 Q1	–	Sell	-6,088	Closed	-$151K	–	126
2022 Q4	$151K	Buy	+6,088	New	+$150K	0.04%	66

Other funds holding XC

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

SYM Financial Corp's XC Position: Q1 2023 in Review

SYM Financial Corp sold out of WisdomTree True Emerging Markets Fund (XC) in Q1 2023, closing a stake of 6,088 shares — an estimated $151K sold.

SYM Financial Corp first reported a position in XC in Q4 2022 and held it in 1 quarter. The position peaked at $151K in Q4 2022. 5 funds tracked by Wall St. Rank hold XC as of Q1 2023.

SYM Financial Corp reported no remaining WisdomTree True Emerging Markets Fund position as of Q1 2023 after selling out during the quarter.
SYM Financial Corp sold 6,088 WisdomTree True Emerging Markets Fund shares in Q1 2023, an estimated $151K.
SYM Financial Corp first reported a position in WisdomTree True Emerging Markets Fund in Q4 2022 and held it in 1 quarter.
SYM Financial Corp's WisdomTree True Emerging Markets Fund position peaked at $151K in Q4 2022.
5 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q1 2023.

Based on SYM Financial Corp's 13F filing for Q1 2023, filed 2 May 2023.