Security Details
Security Name: | WISDOMTREE EM EX-CHINA FUND |
---|---|
Ticker: | XC |
Security Type: | OTHER |
Exchange: | US |
CUSIP: | 97717Y535 |
Historical Stats
Period | Total Value | Value Change | Total Holders | Holder Change |
---|---|---|---|---|
2024-06-30 | $0.05B | - | 18 | - |
2024-09-30 | $0.05B | -2.9% | 21 | +16.7% |
2024-12-31 | $0.04B | -15.5% | 21 | 0.0% |
Current Major Holders for Period: 2024-12-31
Institution | Value | Shares | % of Portfolio |
---|---|---|---|
LEGACY FINANCIAL ADVISORS, INC. | $19.0M | 618K | 3.2% |
NOBLE WEALTH MANAGEMENT PBC | $1.5M | 48K | 1.0% |
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | $0.5M | 15K | 0.1% |
SANCTUARY ADVISORS, LLC | $7.4M | 239K | 0.1% |
OARSMAN CAPITAL, INC. | $0.1M | 3K | 0.0% |
OLD MISSION CAPITAL LLC | $0.9M | 30K | 0.0% |
CHERRY TREE WEALTH MANAGEMENT, LLC | $0.0M | 1K | 0.0% |
FLOW TRADERS U.S. LLC | $0.3M | 10K | 0.0% |
FMR LLC | $0.0M | 0K | 0.0% |
KESTRA ADVISORY SERVICES, LLC | $0.4M | 11K | 0.0% |
OSAIC HOLDINGS, INC. | $0.0M | 0K | 0.0% |
APTUS CAPITAL ADVISORS, LLC | $0.0M | 0K | 0.0% |
COPIA WEALTH MANAGEMENT | $0.0M | 0K | 0.0% |
MORGAN STANLEY | $0.0M | 0K | 0.0% |
CETERA INVESTMENT ADVISERS | $0.6M | 20K | 0.0% |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $0.0M | 0K | 0.0% |
CITADEL ADVISORS LLC | $2.2M | 70K | 0.0% |
LPL FINANCIAL LLC | $3.8M | 124K | 0.0% |
CREATIVE PLANNING | $0.8M | 26K | 0.0% |
THRIVENT FINANCIAL FOR LUTHERANS | $0.6M | 17K | 0.0% |
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