XC institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding29
Shares held1,744,592
Reported value$55.3m
Quarter flows5 new, 8 added, 12 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
OARSMAN CAPITAL, INC.382,488$12.1m1.3%
Aprio Wealth Management, LLC297,246$9.4m0.5%
tru Independence LLC218,648$6.9m3.0%
LPL Financial LLC208,967$6.6m0.0%
Noble Wealth Management PBC126,292$4.0m1.8%
CITADEL ADVISORS LLC108,701$3.4m0.0%
Chicago Partners Investment Group LLC100,147$3.1m0.1%
Viaable, LLC76,150$2.4m2.0%
OLD MISSION CAPITAL LLC55,044$1.7m0.0%
Cetera Investment Advisers32,520$1.0m0.0%
Creative Planning27,125$859,8700.0%
Kestra Advisory Services, LLC22,375$709,3000.0%
Legacy Financial Advisors, Inc.22,143$701,9600.1%
Goldenstone Wealth Management LLC13,300$422,0070.3%
Dynamic Advisor Solutions LLC12,454$394,8130.0%
Sanctuary Advisors, LLC11,931$378,2210.0%
Private Advisor Group, LLC8,148$258,2980.0%
SMI Advisory Services, LLC7,501$241,4220.0%
HRT FINANCIAL LP6,468$205,0000.0%
Farther Finance Advisors, LLC3,415$108,2580.0%
ROYAL BANK OF CANADA1,150$36,0000.0%
CENTRAL TRUST Co600$19,0210.0%
JPMORGAN CHASE & CO600$19,0170.0%
ROTHSCHILD INVESTMENT LLC476$15,0900.0%
Ashton Thomas Private Wealth, LLC468$14,8360.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("XC"). XC price history · All 13F data

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