WisdomTree Trust - XC

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$62.55M
QoQ value delta ($000)
+$7.226M (+13.06%)
Implied price effect (QoQ)
-1.21%
Shares
Total shares
1,999,548
QoQ shares delta
+252,379 (+14.45%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 10 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
OARSMAN CAPITAL, INC. 12,125 382,488 1.28%
Aprio Wealth Management, LLC 9,422 297,246 0.47%
Sterling Manor Financial, LLC 7,200 235,789 4.17%
tru Independence LLC 7,097 232,439 3.03%
LPL Financial LLC 6,624 208,967 0.0%
Noble Wealth Management PBC 3,956 129,568 1.77%
CITADEL ADVISORS LLC 3,445 108,701 0.0%
Chicago Partners Investment Group LLC 3,044 99,037 0.06%
Viaable, LLC 2,408 76,150 2.0%
OLD MISSION CAPITAL LLC 1,744 55,044 0.03%
Cetera Investment Advisers 1,030 32,520 0.0%
Creative Planning 859 27,125 0.0%
Kestra Advisory Services, LLC 709 22,375 0.0%
Legacy Financial Advisors, Inc. 701 22,143 0.09%
Goldenstone Wealth Management LLC 422 13,300 0.28%
Sanctuary Advisors, LLC 378 11,931 0.0%
Dynamic Advisor Solutions LLC 347 11,370 0.01%
SMI Advisory Services, LLC 316 10,235 0.05%
Private Advisor Group, LLC 258 8,148 0.0%
HRT FINANCIAL LP 205 6,468 0.0%
Balance Wealth Partners LLC 66 2,188 0.02%
James T. Borello RIA 48 1,596 0.01%
ROYAL BANK OF CANADA 36 1,150 0.0%
Cherry Tree Wealth Management, LLC 29 981 0.01%
JPMORGAN CHASE & CO 19 600 0.0%