WISDOMTREE TR

Ticker: XC CUSIP: 97717Y535 Class: TRUE EMERGING MK

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Legacy Financial Advisors, Inc.631,874$20,501
Clearwater Capital Advisors, LLC454,235$14,738
Aprio Wealth Management, LLC296,644$9,625
tru Independence LLC177,948$5,774
CITADEL ADVISORS LLC147,415$4,783
LPL Financial LLC130,626$4,238
Noble Wealth Management PBC114,373$3,711
Chicago Partners Investment Group LLC97,160$3,276
Dynamic Advisor Solutions LLC28,714$932
Cambridge Investment Research Advisors, Inc.28,140$1
Creative Planning26,899$873
Kestra Advisory Services, LLC24,333$789
Cetera Investment Advisers19,893$645
Sanctuary Advisors, LLC15,728$510
Goldenstone Wealth Management LLC13,293$431
Balance Wealth, LLC11,588$376
GOLDMAN SACHS GROUP INC11,080$359
JANE STREET GROUP, LLC10,035$326
Private Advisor Group, LLC10,003$325
OARSMAN CAPITAL, INC.6,768$220
BlackRock, Inc.3,320$108
OSAIC HOLDINGS, INC.1,324$43
Cherry Tree Wealth Management, LLC1,210$39
ROTHSCHILD INVESTMENT LLC476$15
AE Wealth Management LLC370$12
Farther Finance Advisors, LLC210$7
O'SHAUGHNESSY ASSET MANAGEMENT, LLC164$5
FMR LLC140$5
UBS Group AG108$4
Aptus Capital Advisors, LLC72$2
Total (30 institutions)2,264,143$72,672