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BOLTON SECURITIES CORPORATION’s WisdomTree True Emerging Markets Fund XC Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$12.5K Buy
+400
New +$13.2K ﹤0.01% 1563
2025
Q3 		$12.1K Buy
+350
New +$12K ﹤0.01% 1500
2025
Q1 		$10.4K Buy
+350
New +$10.7K ﹤0.01% 1426

Other funds holding XC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Oarsman Capital
Oarsman Capital Milwaukee, Wisconsin $990M AUM 15.7% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Sterling Manor Financial
Sterling Manor Financial Saratoga Springs, New York $173M AUM
tru Independence
tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's XC Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in WisdomTree True Emerging Markets Fund (XC) in Q1 2026: 400 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #1563 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in XC as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in XC in Q1 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold XC as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 400 shares of WisdomTree True Emerging Markets Fund worth $12.5K as of Q1 2026.
  • WisdomTree True Emerging Markets Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • WisdomTree True Emerging Markets Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1563 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in WisdomTree True Emerging Markets Fund in Q1 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.