WisdomTree Trust - XC

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$61.82M

QoQ value delta ($000)

-$19.83M (-24.29%)

Implied price effect (QoQ)

+1.15%

Total shares

1,955,451

QoQ shares delta

-656,818 (-25.14%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q2 2026 data: 30 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%
tru Independence LLC	6,931	218,648	3.03%
LPL Financial LLC	6,624	208,967	0.0%
Sterling Manor Financial, LLC	6,548	209,878	4.1%
Noble Wealth Management PBC	4,003	126,292	1.79%
CITADEL ADVISORS LLC	3,445	108,701	0.0%
Chicago Partners Investment Group LLC	3,125	100,147	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%
Dynamic Advisor Solutions LLC	394	12,454	0.01%
Sanctuary Advisors, LLC	378	11,931	0.0%
Private Advisor Group, LLC	258	8,148	0.0%
SMI Advisory Services, LLC	241	7,501	0.04%
HRT FINANCIAL LP	205	6,468	0.0%
Farther Finance Advisors, LLC	108	3,415	0.0%
ROYAL BANK OF CANADA	36	1,150	0.0%
Cherry Tree Wealth Management, LLC	31	981	0.01%
JPMORGAN CHASE & CO	19	600	0.0%
CENTRAL TRUST Co	19	600	0.0%