James T. Borello RIA’s WisdomTree True Emerging Markets Fund XC Stock Holding History

James T. Borello RIA’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	$48.7K	Hold	1,596	–	–	0.01%	251
2026 Q2	$50.6K	Hold	1,596	–	–	0.01%	238
2026 Q1	$49.8K	Hold	1,596	–	–	0.01%	221
2025 Q4	$51.8K	Hold	1,596	–	–	0.01%	174
2025 Q3	$55.3K	Hold	1,596	–	–	0.02%	154
2025 Q2	$54.9K	Buy	+1,596	New	+$50.3K	0.02%	138

Other funds holding XC

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

CTWM

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

James T. Borello RIA's XC Position: Q3 2026 in Review

James T. Borello RIA held its WisdomTree True Emerging Markets Fund (XC) position steady in Q3 2026 at 1,596 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #251.

James T. Borello RIA first reported a position in XC in Q2 2025 and has held it in 6 quarters since. The position peaked at $55.3K in Q3 2025. 6 funds tracked by Wall St. Rank hold XC as of Q3 2026.

James T. Borello RIA held 1,596 shares of WisdomTree True Emerging Markets Fund worth $48.7K as of Q3 2026.
James T. Borello RIA left its WisdomTree True Emerging Markets Fund share count unchanged in Q3 2026.
WisdomTree True Emerging Markets Fund made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #251 holding.
James T. Borello RIA first reported a position in WisdomTree True Emerging Markets Fund in Q2 2025 and has held it in 6 quarters since.
James T. Borello RIA's WisdomTree True Emerging Markets Fund position peaked at $55.3K in Q3 2025.
6 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.