WISDOMTREE TR

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XC·97717Y535·US·ETF

XC (WISDOMTREE TR) is held by 15 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($6.6M), CITADEL ADVISORS LLC ($3.4M), Cetera Investment Advisers ($1M). Net institutional sentiment: Mixed.

15

Holders

(2 Elite)

$13.7M

Total Value

35% (17)

Consensus

6 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)78

Insider (Form 4)54

Activist (13D/13G)51

Congressional (STOCK Act)41

Holder Quality

78

★★★★★

Elite

48

★★★★

Strong

86

★★★

Solid

44

★★

Below

49

★

Weak

Held by 15 funds

2 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for XC.

Top Holders

Top Holders (15)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	208,967(+30.4%)	$6.6M	0.0%	+6.06%	34
CITADEL ADVISORS LLC	Increased	108,701(+3.2%)	$3.4M	0.0%	+2.41%	27
Cetera Investment Advisers	Increased	32,520(+42.3%)	$1M	0.0%	+7.28%	34
Creative Planning	Increased	27,125(+0.5%)	$859,870	0.0%	+32.75%	25
Kestra Advisory Services, LLC	Decreased	22,375(-5.3%)	$709,300	0.0%	+11.07%	0
Sanctuary Advisors, LLC	Decreased	11,931(-8.3%)	$378,221	0.0%	+9.65%	0
Private Advisor Group, LLC	Decreased	8,148(-16.3%)	$258,298	0.0%	+1.04%	0
HRT FINANCIAL LP	Decreased	6,468(-65.1%)	$205,000	0.0%	+0.04%	0
Farther Finance Advisors, LLC	Unchanged	3,415	$108,258	0.0%	+2.24%	0
ROYAL BANK OF CANADA	New	1,150	$36,000	0.0%	-2.09%	30
JPMORGAN CHASE & CO	New	600	$19,017	0.0%	-2.09%	28
OSAIC HOLDINGS, INC.	Decreased	122(-2.4%)	$3,867	0.0%	+2.77%	0
Aptus Capital Advisors, LLC	Unchanged	72	$2,282	0.0%	+15.68%	0
FMR LLC	Decreased	40(-16.7%)	$1,273	0.0%	+0.86%	0
MORGAN STANLEY	Decreased	1(-100.0%)	$37	0.0%	+0.04%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Exited	0(-100.0%)	$4,462	0.0%	-1.33%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$477,859	0.0%	+13.42%	0
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$1.2M	0.0%	+1.15%	0
UBS Group AG	Exited	0(-100.0%)	$281	0.0%	+3.36%	0

XCWISDOMTREE TR

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer