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WisdomTree Emerging Markets Ex-China Fund (XC) Institutional Ownership

$31.40 0.00 (0.00%)
(As of 11/21/2024 ET)

Institutional Ownership Changes (13F Filings) for WisdomTree Emerging Markets Ex-China Fund (NYSEARCA:XC)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$18.91M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$10.66M
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XC Institutional Buying and Selling by Quarter

WisdomTree Emerging Markets Ex-China Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/29/2024 Chicago Partners Investment Group LLC108,762$3.54M0.1%+0.6%7.251%
10/8/2024 Atomi Financial Group Inc.10,608$350K0.0%-96.8%0.707%
10/8/2024 Aprio Wealth Management LLC139,077$4.59M0.7%N/A9.272%
8/16/2024 Creative Planning26,306$844K0.0%-4.9%1.754%
8/13/2024 Legacy Financial Advisors Inc.592,338$19.02M3.4%-0.3%39.489%
7/26/2024 Atomi Financial Group Inc.330,647$10.62M0.8%+75.2%22.043%
7/15/2024 Dynamic Advisor Solutions LLC14,944$480K0.0%+9.0%0.996%
5/24/2024Cetera Advisors LLC19,522$599K0.0%+15.8%1.301%
5/7/2024 Atomi Financial Group Inc.188,672$5.79M0.5%N/A12.578%
5/1/2024 Cherry Tree Wealth Management LLC1,210$37K0.0%N/A0.081%
2/23/2024 Chicago Partners Investment Group LLC99,467$2.86M0.1%+9.1%16.578%
2/6/2024 Legacy Financial Advisors Inc.550,653$16.28M3.1%+27.4%91.776%
1/11/2024 Dynamic Advisor Solutions LLC12,805$372K0.0%+16.4%2.134%
10/26/2023 Chicago Partners Investment Group LLC91,212$2.33M0.1%+643.0%15.202%
10/11/2023 Dynamic Advisor Solutions LLC11,003$288K0.0%N/A1.834%
8/10/2023Cetera Advisors LLC11,576$319K0.0%N/A1.929%
8/8/2023 Chicago Partners Investment Group LLC12,276$342K0.0%N/A2.046%
8/2/2023 Bank of Montreal Can9,000$254K0.0%N/A1.500%
5/3/2023 Legacy Financial Advisors Inc.27,351$709K0.1%+142.9%13.676%
3/6/2023 OLD Mission Capital LLC7,322$181K0.0%N/A1.220%
2/6/2023 Legacy Financial Advisors Inc.11,260$279K0.1%N/A1.877%
1/19/2023 SYM FINANCIAL Corp6,088$151K0.0%N/A1.015%
1/13/2023 Allworth Financial LP498,506$12.34M0.1%+1.1%83.084%
11/15/2022 Cantor Fitzgerald L. P.493,269$11.41M0.2%N/A82.212%
(Data available from 1/1/2016 forward)

XC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XC shares?

During the previous two years, 12 institutional investors and hedge funds held shares of WisdomTree Emerging Markets Ex-China Fund. The most heavily invested institutionals were Legacy Financial Advisors Inc. ($19.02M), Allworth Financial LP ($12.34M), Aprio Wealth Management LLC ($4.59M), Chicago Partners Investment Group LLC ($3.54M), Creative Planning ($844K), Cetera Advisors LLC ($599K), and Dynamic Advisor Solutions LLC ($480K).Learn more on XC's institutional investors.

Which institutional investors have been buying WisdomTree Emerging Markets Ex-China Fund stock?

Of the 11 institutional investors that purchased WisdomTree Emerging Markets Ex-China Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atomi Financial Group Inc. ($330.65K), Legacy Financial Advisors Inc. ($145.77K), Aprio Wealth Management LLC ($139.08K), Chicago Partners Investment Group LLC ($100.09K), Cetera Advisors LLC ($14.24K), Dynamic Advisor Solutions LLC ($14.04K), and Bank of Montreal Can ($9K).

How much institutional buying is happening at WisdomTree Emerging Markets Ex-China Fund?

Institutional investors have bought a total of 772,769 shares in the last 24 months. This purchase volume represents approximately $23.33M in transactions.

Which WisdomTree Emerging Markets Ex-China Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree Emerging Markets Ex-China Fund stock in the last 24 months: Atomi Financial Group Inc. ($320.04K), Legacy Financial Advisors Inc. ($2.03K), and Creative Planning ($1.36K).

How much institutional selling is happening at WisdomTree Emerging Markets Ex-China Fund?

Institutional investors have sold a total of 323,426 shares in the last 24 months. This volume of shares sold represents approximately $10.66M in transactions.



This page (NYSEARCA:XC) was last updated on 11/21/2024 by MarketBeat.com Staff
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