WISDOMTREE TR

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XC·97717Y535·US·ETF·Unknown - Unknown

XC (WISDOMTREE TR) is held by 17 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($13.1M), LPL Financial LLC ($5M), CITADEL ADVISORS LLC ($3.3M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (17)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	New	421,348	$13.1M	0.0%	-0.80%	39
LPL Financial LLC	Increased	160,309(+22.7%)	$5M	0.0%	+10.36%	33
CITADEL ADVISORS LLC	Decreased	105,371(-28.5%)	$3.3M	0.0%	+4.93%	0
GOLDMAN SACHS GROUP INC	Increased	40,015(+261.1%)	$1.2M	0.0%	-0.86%	41
Creative Planning	Increased	26,998(+0.4%)	$842,335	0.0%	+36.32%	25
Kestra Advisory Services, LLC	Decreased	23,638(-2.9%)	$737,495	0.0%	+13.70%	0
Cetera Investment Advisers	Increased	22,853(+14.9%)	$713,014	0.0%	+14.07%	28
JANE STREET GROUP, LLC	Increased	15,316(+52.6%)	$477,859	0.0%	+12.16%	34
Sanctuary Advisors, LLC	Decreased	13,007(-17.3%)	$405,818	0.0%	+11.68%	0
Private Advisor Group, LLC	Decreased	9,737(-2.7%)	$303,794	0.0%	+3.91%	0
Farther Finance Advisors, LLC	Increased	3,415(+1526.2%)	$107,231	0.0%	-0.52%	35
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	143(-12.8%)	$4,462	0.0%	-0.91%	0
OSAIC HOLDINGS, INC.	Decreased	125(-90.6%)	$3,899	0.0%	+5.26%	0
Aptus Capital Advisors, LLC	Unchanged	72	$2,246	0.0%	+18.62%	0
FMR LLC	Decreased	48(-65.7%)	$1,489	0.0%	+5.27%	0
HRT FINANCIAL LP	New	18,523	$577	0.0%	-0.80%	15
UBS Group AG	Decreased	9(-91.7%)	$281	0.0%	+4.08%	0
AE Wealth Management LLC	Exited	0(-100.0%)	$12,005	0.0%	+3.39%	0
BlackRock, Inc.	Exited	0(-100.0%)	$107,717	0.0%	+13.12%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer