tru Independence’s WisdomTree True Emerging Markets Fund XC Stock Holding History

tru Independence’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	$7.1M	Buy	232,439 +13,791	+6%	+$442K	3.03%	10
2026 Q2	$6.93M	Buy	218,648 +13,356	+7%	+$427K	3.03%	10
2026 Q1	$6.41M	Buy	205,292 +27,344	+15%	+$900K	3.17%	10
2025 Q4	$5.77M	Buy	177,948 +22,299	+14%	+$769K	1.46%	21
2025 Q3	$5.39M	Buy	155,649 +9,925	+7%	+$341K	1.4%	25
2025 Q2	$5.02M	Buy	145,724 +4,574	+3%	+$144K	1.45%	26
2025 Q1	$4.19M	Buy	+141,150	New	+$4.32M	1.3%	35

Other funds holding XC

Sterling Manor Financial Saratoga Springs, New York $173M AUM

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

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 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

tru Independence's XC Position: Q3 2026 in Review

tru Independence increased its WisdomTree True Emerging Markets Fund (XC) stake by 6.3% in Q3 2026, buying an estimated $442K and bringing the position to 232,439 shares worth $7.1M. The position accounts for 3.03% of the portfolio, ranked #10.

tru Independence first reported a position in XC in Q1 2025 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold XC as of Q3 2026.

tru Independence held 232,439 shares of WisdomTree True Emerging Markets Fund worth $7.1M as of Q3 2026.
tru Independence bought 13,791 WisdomTree True Emerging Markets Fund shares in Q3 2026, an estimated $442K.
WisdomTree True Emerging Markets Fund made up 3.03% of tru Independence's portfolio in Q3 2026, its #10 holding.
tru Independence first reported a position in WisdomTree True Emerging Markets Fund in Q1 2025 and has held it in 7 quarters since.
8 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.