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 28 institutions that hold shares in the stock, with a total of 8.11 Million shares, which have been reported (via 13F filing form) to have a value of $295 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
|
Jan 24, 2025 Q4 2024 |
2,367,658
shares
|
$86.6 Million
10.8% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 21, 2024 Q3 2024 |
709,108
shares
|
$25.9 Million
15.07% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
679,323
shares
|
$24.8 Million
0.11% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
475,167
shares
|
$17.4 Million
0.22% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
279,579
shares
|
$10.2 Million
0.28% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
219,711
shares
|
$8.04 Million
2.02% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
57,245
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
47,179
shares
|
$1.73 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
35,370
shares
|
$1.29 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
34,824
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 57.56%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
28,293
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,295
shares
|
$852,131
0.0% of portfolio
|
Q3 2024
Reduced 48.38%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,257
shares
|
$850,741
0.03% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
22,865
shares
|
$836,401
0.26% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
20,114
shares
|
$735,770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
13,618
shares
|
$498,146
0.09% of portfolio
|
Q4 2024
Reduced 19.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
11,080
shares
|
$405,306
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
8,437
shares
|
$308,625
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
6,271
shares
|
$229,393
0.01% of portfolio
|
Q1 2023
Reduced 32.92%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,062
shares
|
$221,747
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
3,735
shares
|
$136,626
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,860
shares
|
$104,618
0.01% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
485
shares
|
$17,741
0.0% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
217
shares
|
$7,937
0.0% of portfolio
|
Q3 2024
Reduced 38.18%
|