XC — WISDOMTREE TR

Ownership history in tru Independence LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which tru Independence LLC reported a position in WISDOMTREE TR (XC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.46% (2025 Q4)
Avg. % of fund
1.4%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 177,948 +22,299 +14.3% 1.46% $5.8M $32.44
2025 Q3 ADDED 155,649 +9,925 +6.8% 1.40% $5.4M $31.27
2025 Q2 ADDED 145,724 +4,574 +3.2% 1.45% $5.0M $30.94
2025 Q1 INITIATED 141,150 — — 1.30% $4.2M $26.56
% of Fund (quarterly)    XC price (monthly, adj. close)

Other funds also holding XC

As of 2025 Q4 — sorted by position size

Legacy Financial Advisors, Inc. 3Y 7Y 2.84% Clearwater Capital Advisors, LLC 3Y 7Y 1.23% Aprio Wealth Management, LLC 3Y 0.55% Chicago Partners Investment Group LLC 3Y 7Y 0.08% Dynamic Advisor Solutions LLC 3Y 7Y 0.03% OARSMAN CAPITAL, INC. 3Y 7Y 0.03% Cherry Tree Wealth Management, LLC 0.01% Kestra Advisory Services, LLC 3Y 0.0% Sanctuary Advisors, LLC 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0%
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