Wisdomtree True Emerging MAR (XC)

CUSIP: 97717Y535 | NYSE | 56 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Oarsman Capital, Inc.396,942

1.2% of portfolio$12.1M

Sterling Manor Financial, LLC235,789

4.2% of portfolio$7.2M

tru Independence LLC232,439

3.0% of portfolio$7.1M

Aprio Wealth Management, LLC164,647

0.2% of portfolio$5.0M

Noble Wealth Management PBC129,568

1.8% of portfolio$4.0M

Chicago Partners Investment Group LLC99,037

0.1% of portfolio$3.0M

Creative Planning24,182

0.0% of portfolio$738.4K

Kestra Advisory Services, LLC23,310

0.0% of portfolio$711.8K

Dynamic Advisor Solutions LLC11,370

0.0% of portfolio$347.2K

SMI Advisory Services, LLC10,235

0.1% of portfolio$316.4K

Goldenstone Wealth Management LLC10,099

0.2% of portfolio$309.1K

Balance Wealth Partners LLC2,188

0.0% of portfolio$66.8K

James T. Borello RIA1,596

0.0% of portfolio$48.7K

Cherry Tree Wealth Management, LLC981

0.0% of portfolio$30.0K

Central Trust Co600

0.0% of portfolio$18.3K

Ashton Thomas Private Wealth, LLC468

0.0% of portfolio$14.3K

Farther Finance Advisors, LLC210

0.0% of portfolio$6.4K

				Style	Turnover	Location	Filed
Oarsman Capital, Inc.	396,942	$12.1M	1.2%	ETF	Low	Milwaukee, WI	2026-11-05
Sterling Manor Financial, LLC	235,789	$7.2M	4.2%	ETF	Low	Saratoga Springs, NY	2026-10-21
tru Independence LLC	232,439	$7.1M	3.0%	ETF	Low	Portland, OR	2026-10-20
Aprio Wealth Management, LLC	164,647	$5.0M	0.2%	ETF	Medium	Atlanta, GA	2026-10-28
Noble Wealth Management PBC	129,568	$4.0M	1.8%	Yield	Medium	Greenwood Village, CO	2026-10-01
Chicago Partners Investment Group LLC	99,037	$3.0M	0.1%	GARP	Low	Chicago, IL	2026-10-27
Creative Planning	24,182	$738.4K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Kestra Advisory Services, LLC	23,310	$711.8K	0.0%	Core	Low	Austin, TX	2026-11-02
Dynamic Advisor Solutions LLC	11,370	$347.2K	0.0%	ETF	Low	Phoenix, AZ	2026-10-13
SMI Advisory Services, LLC	10,235	$316.4K	0.1%	ETF	Medium	Columbus, IN	2026-10-13
Goldenstone Wealth Management LLC	10,099	$309.1K	0.2%	Growth	Low	El Dorado Hills, CA	2026-11-04
Balance Wealth Partners LLC	2,188	$66.8K	0.0%	ETF	Medium	Worthington, OH	2026-10-27
James T. Borello RIA	1,596	$48.7K	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Cherry Tree Wealth Management, LLC	981	$30.0K	0.0%	ETF	Very Low	Minnetonka, MN	2026-10-15
Central Trust Co	600	$18.3K	0.0%	Core	Low	Jefferson City, MO	2026-11-05
Ashton Thomas Private Wealth, LLC	468	$14.3K	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
Farther Finance Advisors, LLC	210	$6.4K	0.0%	Index	Low	San Francisco, CA	2026-10-08