Institutional Ownership Wisdomtree Tr Intl Efficient C (NTSI)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Efficient C (NTSI). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 7.98 Million shares, which have been reported (via 13F filing form) to have a value of $292 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,032,083
shares
|
$111 Million
6.58% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
2,183,329
shares
|
$79.9 Million
12.7% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 21, 2024 Q3 2024 |
709,108
shares
|
$26 Million
15.07% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
679,323
shares
|
$24.9 Million
0.11% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
456,796
shares
|
$16.7 Million
0.21% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
234,336
shares
|
$8.58 Million
0.27% of portfolio
|
Q2 2024
Added 4.96%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
211,247
shares
|
$7.73 Million
2.2% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
82,049
shares
|
$3 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
75,570
shares
|
$2.77 Million
0.0% of portfolio
|
Q2 2024
Added 336.06%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
59,668
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2024
Added 27.37%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
49,521
shares
|
$1.81 Million
0.42% of portfolio
|
Q3 2024
Added 61.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
45,132
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2024
Reduced 62.98%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
37,167
shares
|
$1.36 Million
0.3% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
28,293
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
22,467
shares
|
$822,292
0.3% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
22,138
shares
|
$810,250
0.03% of portfolio
|
Q2 2024
Added 13.9%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
16,816
shares
|
$615,465
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
11,334
shares
|
$414,824
0.0% of portfolio
|
Q2 2024
Reduced 19.76%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
8,437
shares
|
$308,794
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Empirical Finance, LLC
|
Jul 30, 2024 Q2 2024 |
6,271
shares
|
$229,518
0.01% of portfolio
|
Q1 2023
Reduced 32.92%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
2,860
shares
|
$104,676
0.01% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
485
shares
|
$17,751
0.0% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
351
shares
|
$12,846
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
195
shares
|
$7,137
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
28
shares
|
$1,024
0.0% of portfolio
|
Q1 2024
New holding
|