Wisdomtree True Emerging MAR (XC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Oarsman Capital, Inc.

INCREASED

Shares396,942 from 382,488

Change+14,454 (+4%)

Value$12.1M (-$3.8K)

Filed 2026-11-05

Sterling Manor Financial, LLC

NEW

Shares235,789

Change+235,789

Value$7.2M

Filed 2026-10-21

tru Independence LLC

INCREASED

Shares232,439 from 218,648

Change+13,791 (+6%)

Value$7.1M (+$166.6K)

Filed 2026-10-20

LPL Financial LLC

DECREASED

Shares204,974 from 208,967

Change-3,993 (-2%)

Value$6.3M (-$365.2K)

Filed 2026-11-06

Aprio Wealth Management, LLC

DECREASED

Shares164,647 from 297,246

Change-132,599 (-45%)

Value$5.0M (-$4.4M)

Filed 2026-10-28

Noble Wealth Management PBC

INCREASED

Shares129,568 from 126,292

Change+3,276 (+3%)

Value$4.0M (-$47.0K)

Filed 2026-10-01

Chicago Partners Investment Group LLC

DECREASED

Shares99,037 from 100,147

Change-1,110 (-1%)

Value$3.0M (-$81.2K)

Filed 2026-10-27

Creative Planning

DECREASED

Shares24,182 from 27,125

Change-2,943 (-11%)

Value$738.4K (-$121.4K)

Filed 2026-11-02

Kestra Advisory Services, LLC

INCREASED

Shares23,310 from 22,375

Change+935 (+4%)

Value$711.8K (+$2.5K)

Filed 2026-11-02

Legacy Financial Advisors, Inc.

DECREASED

Shares17,465 from 22,143

Change-4,678 (-21%)

Value$533.3K (-$168.6K)

Filed 2026-11-09

Dynamic Advisor Solutions LLC

DECREASED

Shares11,370 from 12,454

Change-1,084 (-9%)

Value$347.2K (-$47.6K)

Filed 2026-10-13

SMI Advisory Services, LLC

INCREASED

Shares10,235 from 7,501

Change+2,734 (+36%)

Value$316.4K (+$75.0K)

Filed 2026-10-13

Goldenstone Wealth Management LLC

DECREASED

Shares10,099 from 13,300

Change-3,201 (-24%)

Value$309.1K (-$112.9K)

Filed 2026-11-04

Balance Wealth Partners LLC

NEW

Shares2,188

Change+2,188

Value$66.8K

Filed 2026-10-27

James T. Borello RIA

UNCHANGED

Shares1,596 from 1,596

Change0 (0%)

Value$48.7K (-$1.9K)

Filed 2026-10-16

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares981 from 981

Change0 (0%)

Value$30.0K (-$1.1K)

Filed 2026-10-15

Central Trust Co

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$18.3K (-$698)

Filed 2026-11-05

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares468 from 468

Change0 (0%)

Value$14.3K (-$545)

Filed 2026-11-03

Farther Finance Advisors, LLC

DECREASED

Shares210 from 3,415

Change-3,205 (-94%)

Value$6.4K (-$101.8K)

Filed 2026-10-08

Citadel Advisors LLC

N/A

Shares— from 108,701

Change-108,701 (-100%)

Value—

Viaable, LLC

N/A

Shares— from 76,150

Change-76,150 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 55,044

Change-55,044 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 32,520

Change-32,520 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 11,931

Change-11,931 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 8,148

Change-8,148 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 6,468

Change-6,468 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,150

Change-1,150 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 600

Change-600 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 476

Change-476 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 122

Change-122 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 72

Change-72 (-100%)

Value—

FMR LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Oarsman Capital, Inc.	INCREASED	396,942	382,488	+14,454	+4%	$12.1M	$12.1M	-$3.8K	2026-11-05
Sterling Manor Financial, LLC	NEW	235,789	—	+235,789	—	—	$7.2M	—	2026-10-21
tru Independence LLC	INCREASED	232,439	218,648	+13,791	+6%	$6.9M	$7.1M	+$166.6K	2026-10-20
LPL Financial LLC	DECREASED	204,974	208,967	-3,993	-2%	$6.6M	$6.3M	-$365.2K	2026-11-06
Aprio Wealth Management, LLC	DECREASED	164,647	297,246	-132,599	-45%	$9.4M	$5.0M	-$4.4M	2026-10-28
Noble Wealth Management PBC	INCREASED	129,568	126,292	+3,276	+3%	$4.0M	$4.0M	-$47.0K	2026-10-01
Chicago Partners Investment Group LLC	DECREASED	99,037	100,147	-1,110	-1%	$3.1M	$3.0M	-$81.2K	2026-10-27
Creative Planning	DECREASED	24,182	27,125	-2,943	-11%	$859.9K	$738.4K	-$121.4K	2026-11-02
Kestra Advisory Services, LLC	INCREASED	23,310	22,375	+935	+4%	$709.3K	$711.8K	+$2.5K	2026-11-02
Legacy Financial Advisors, Inc.	DECREASED	17,465	22,143	-4,678	-21%	$702.0K	$533.3K	-$168.6K	2026-11-09
Dynamic Advisor Solutions LLC	DECREASED	11,370	12,454	-1,084	-9%	$394.8K	$347.2K	-$47.6K	2026-10-13
SMI Advisory Services, LLC	INCREASED	10,235	7,501	+2,734	+36%	$241.4K	$316.4K	+$75.0K	2026-10-13
Goldenstone Wealth Management LLC	DECREASED	10,099	13,300	-3,201	-24%	$422.0K	$309.1K	-$112.9K	2026-11-04
Balance Wealth Partners LLC	NEW	2,188	—	+2,188	—	—	$66.8K	—	2026-10-27
James T. Borello RIA	UNCHANGED	1,596	1,596	0	0%	$50.6K	$48.7K	-$1.9K	2026-10-16
Cherry Tree Wealth Management, LLC	UNCHANGED	981	981	0	0%	$31.1K	$30.0K	-$1.1K	2026-10-15
Central Trust Co	UNCHANGED	600	600	0	0%	$19.0K	$18.3K	-$698	2026-11-05
Ashton Thomas Private Wealth, LLC	UNCHANGED	468	468	0	0%	$14.8K	$14.3K	-$545	2026-11-03
Farther Finance Advisors, LLC	DECREASED	210	3,415	-3,205	-94%	$108.3K	$6.4K	-$101.8K	2026-10-08
Citadel Advisors LLC	N/A	—	108,701	-108,701	-100%	$3.4M	—	—	—
Viaable, LLC	N/A	—	76,150	-76,150	-100%	$2.4M	—	—	—
Old Mission Capital LLC	N/A	—	55,044	-55,044	-100%	$1.7M	—	—	—
Cetera Investment Advisers	N/A	—	32,520	-32,520	-100%	$1.0M	—	—	—
Sanctuary Advisors, LLC	N/A	—	11,931	-11,931	-100%	$378.2K	—	—	—
Private Advisor Group, LLC	N/A	—	8,148	-8,148	-100%	$258.3K	—	—	—
HRT Financial LP	N/A	—	6,468	-6,468	-100%	$205.0K	—	—	—
Royal Bank of Canada	N/A	—	1,150	-1,150	-100%	$36.0K	—	—	—
JPMorgan Chase & Co	N/A	—	600	-600	-100%	$19.0K	—	—	—
Rothschild Investment LLC	N/A	—	476	-476	-100%	$15.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	122	-122	-100%	$3.9K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	72	-72	-100%	$2.3K	—	—	—
FMR LLC	N/A	—	40	-40	-100%	$1.3K	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$37	—	—	—

Showing 33 of 33 institutions