Purchases and Sales Made in Q3 2024 in Wisdomtree Tr Intl Efficient C (NTSI)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Efficient C (NTSI) during Q3 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INTL EFFICIENT C.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
80K+ 13.35% |
$2.87M - $3.17M
|
679K
$24.2M
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
39.6K+ 1.32% |
$1.42M - $1.57M
|
3.03M
$108M
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
27.5K+ 1.26% |
$989K - $1.09M
|
2.21M
$78.8M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.1KNew |
$723K - $796K
|
20.1K
$716K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
18.9K+ 61.9% |
$680K - $750K
|
49.5K
$1.76M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18.4K+ 4.02% |
$660K - $727K
|
475K
$16.9M
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
16.8KNew |
$604K - $666K
|
16.8K
$599K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.22K+ 3.51% |
$295K - $325K
|
243K
$8.64M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.06KNew |
$218K - $240K
|
6.06K
$216K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.74KNew |
$134K - $148K
|
3.74K
$133K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.3K+ 6.61% |
$82.7K - $91.2K
|
37.2K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 5.05% |
$40.2K - $44.3K
|
23.3K
$828K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-134- 38.18% |
$4.81K - $5.31K
|
217
$7.73K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-237- 0.83% |
$8.52K - $9.38K
|
28.3K
$1.01M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-254- 2.24% |
$9.13K - $10.1K
|
11.1K
$395K
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-827- 3.55% |
$29.7K - $32.7K
|
22.5K
$800K
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.2K- 1.03% |
$78.9K - $86.9K
|
211K
$7.52M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.42K- 4.06% |
$87.1K - $95.9K
|
57.2K
$2.04M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.8K- 48.38% |
$785K - $865K
|
23.3K
$830K
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-23K- 3.14% |
$825K - $909K
|
709K
$25.3M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-47.2K- 57.56% |
$1.7M - $1.87M
|
34.8K
$1.24M
|