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WisdomTree True Emerging Markets Fund

23 hedge funds and large institutions have $46.2M invested in WisdomTree True Emerging Markets Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

15% more funds holding

Funds holding: 2023 (+3)

2.17% more ownership

Funds ownership: 81.21%83.39% (+2.2%)

2% more capital invested

Capital invested by funds: $45.2M → $46.2M (+$1.01M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
9
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1
Legacy Financial Advisors
Kentucky
$19M +$254K +7,937 +1%
SA
2
Sanctuary Advisors
Indiana
$7.41M +$952K +29,726 +14%
AWM
3
Aprio Wealth Management
Georgia
$4.85M +$602K +18,784 +14%
LPL Financial
4
LPL Financial
California
$3.81M +$1.36M +42,410 +52%
CPIG
5
Chicago Partners Investment Group
Illinois
$2.85M -$555K -17,336 -16%
Citadel Advisors
6
Citadel Advisors
Florida
$2.16M -$222K -6,927 -9%
NWMP
7
Noble Wealth Management PBC
Colorado
$1.5M +$1.57M +48,913 New
OMC
8
Old Mission Capital
Illinois
$950K -$12.4K -388 -1%
Creative Planning
9
Creative Planning
Kansas
$824K +$21K +656 +3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$638K -$21.3K -664 -3%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$569K
QPWM
12
Quadrant Private Wealth Management
Pennsylvania
$479K +$50.9K +1,590 +11%
KAS
13
Kestra Advisory Services
Texas
$356K -$577 -18 -0.2%
FTUS
14
Flow Traders U.S.
New York
$309K +$322K +10,049 New
AFG
15
Atomi Financial Group
New York
$302K -$25.4K -793 -7%
OC
16
Oarsman Capital
Wisconsin
$109K +$1.86K +58 +2%
CTWM
17
Cherry Tree Wealth Management
Minnesota
$37.2K
Osaic Holdings
18
Osaic Holdings
Arizona
$35.4K +$34.1K +1,066 +1,254%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$8.42K
Fidelity Investments
20
Fidelity Investments
Massachusetts
$3.94K +$993 +31 +32%
ACA
21
Aptus Capital Advisors
Alabama
$2.26K
CWM
22
Copia Wealth Management
Oregon
$307 +$320 +10 New
Morgan Stanley
23
Morgan Stanley
New York
$31 +$32 +1 New
DAS
24
Dynamic Advisor Solutions
Arizona
-$488K -14,789 Closed

XC Hedge Fund Activity: Q4 2024 in Review

23 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Emerging Markets Fund (XC) for Q4 2024, worth a combined $46.2M — up 2.2% from $45.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new XC positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.36M. The largest seller was Chicago Partners Investment Group, cutting an estimated $555K.

  • 23 institutional investors held WisdomTree True Emerging Markets Fund (XC) as of Q4 2024, up from 20 in Q3 2024.
  • Funds reported $46.2M of WisdomTree True Emerging Markets Fund stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 4 funds opened new WisdomTree True Emerging Markets Fund positions in Q4 2024 and 1 closed out, a net change of +3 holders.
  • The largest WisdomTree True Emerging Markets Fund buyer in Q4 2024 was LPL Financial, an estimated $1.36M added.
  • The largest WisdomTree True Emerging Markets Fund seller in Q4 2024 was Chicago Partners Investment Group, an estimated $555K sold.

Based on aggregated 13F filings for Q4 2024.