WisdomTree Trust - XC

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

Powered by TradingView

Quarter snapshot

Latest / Compare
Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$73.57M
QoQ value delta ($000)
-$19.21M (-20.7%)
Implied price effect (QoQ)
-5.03%
Shares
Total shares
2,264,143
QoQ shares delta
-447,688 (-16.51%)
Total shares held by funds (by quarter)

Market chart (XC)

Powered by TradingView
Interactive chart by TradingView.

Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
Legacy Financial Advisors, Inc. 20,501 631,874 2.84%
Clearwater Capital Advisors, LLC 14,737 454,235 1.23%
Aprio Wealth Management, LLC 9,624 296,644 0.55%
tru Independence LLC 5,773 177,948 1.46%
CITADEL ADVISORS LLC 4,782 147,415 0.0%
LPL Financial LLC 4,238 130,626 0.0%
Noble Wealth Management PBC 3,710 114,373 1.86%
Chicago Partners Investment Group LLC 3,276 97,160 0.08%
Dynamic Advisor Solutions LLC 931 28,714 0.03%
Cambridge Investment Research Advisors, Inc. 913 28,140 0.0%
Creative Planning 872 26,899 0.0%
Kestra Advisory Services, LLC 789 24,333 0.0%
Cetera Investment Advisers 645 19,893 0.0%
Sanctuary Advisors, LLC 510 15,728 0.0%
Goldenstone Wealth Management LLC 431 13,293 0.32%
Balance Wealth, LLC 375 11,588 0.12%
GOLDMAN SACHS GROUP INC 359 11,080 0.0%
JANE STREET GROUP, LLC 325 10,035 0.0%
Private Advisor Group, LLC 324 10,003 0.0%
OARSMAN CAPITAL, INC. 219 6,768 0.03%
BlackRock, Inc. 107 3,320 0.0%
OSAIC HOLDINGS, INC. 42 1,324 0.0%
Cherry Tree Wealth Management, LLC 39 1,210 0.01%
ROTHSCHILD INVESTMENT LLC 15 476 0.0%
AE Wealth Management LLC 12 370 0.0%