Who Owns WISDOMTREE TRUE EMERGING MARKETS FUND (XC)? -- Institutional Holders (2026-03-31)
36 institutions reported holding $81.7M of WISDOMTREE TRUE EMERGING MARKETS FUND (XC) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($13.1M), OARSMAN CAPITAL, INC. ($11.1M), Aprio Wealth Management, LLC ($10.0M), Clearwater Capital Advisors, LLC ($7.0M), Sterling Manor Financial, LLC ($6.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $13.1M | 421,348 | New |
| 2 | OARSMAN CAPITAL, INC. | $11.1M | 354,790 | Added |
| 3 | Aprio Wealth Management, LLC | $10.0M | 321,683 | Added |
| 4 | Clearwater Capital Advisors, LLC | $7.0M | 224,509 | Trimmed |
| 5 | Sterling Manor Financial, LLC | $6.5M | 209,878 | New |
| 6 | tru Independence LLC | $6.4M | 205,292 | Added |
| 7 | LPL Financial LLC | $5.0M | 160,309 | Added |
| 8 | Noble Wealth Management PBC | $3.7M | 119,064 | Added |
| 9 | CITADEL ADVISORS LLC | $3.3M | 105,371 | Trimmed |
| 10 | Chicago Partners Investment Group LLC | $3.2M | 98,763 | Added |
| 11 | OLD MISSION CAPITAL LLC | $3.1M | 98,024 | New |
| 12 | GOLDMAN SACHS GROUP INC | $1.2M | 40,015 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $1.1M | 34,365 | Added |
| 14 | Legacy Financial Advisors, Inc. | $1.0M | 32,942 | Trimmed |
| 15 | Dynamic Advisor Solutions LLC | $907,022 | 29,071 | Added |
| 16 | Creative Planning | $842,335 | 26,998 | Added |
| 17 | Kestra Advisory Services, LLC | $737,495 | 23,638 | Trimmed |
| 18 | Cetera Investment Advisers | $713,014 | 22,853 | Added |
| 19 | HRT FINANCIAL LP | $577,000 | 18,523 | New |
| 20 | JANE STREET GROUP, LLC | $477,859 | 15,316 | Added |
| 21 | Goldenstone Wealth Management LLC | $415,517 | 13,301 | Added |
| 22 | Sanctuary Advisors, LLC | $405,818 | 13,007 | Trimmed |
| 23 | Private Advisor Group, LLC | $303,794 | 9,737 | Trimmed |
| 24 | Balance Wealth, LLC | $221,458 | 7,098 | Trimmed |
| 25 | Farther Finance Advisors, LLC | $107,231 | 3,415 | Added |
Source: SEC Form 13F filings · as of 2026-03-31