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 8.38 Million shares, which have been reported (via 13F filing form) to have a value of $339 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
3,141,165
shares
|
$127 Million
6.81% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
2,382,158
shares
|
$96.5 Million
11.22% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Apr 21, 2025 Q1 2025 |
747,918
shares
|
$30.3 Million
16.87% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
739,087
shares
|
$29.9 Million
0.11% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
524,632
shares
|
$21.2 Million
0.25% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
283,209
shares
|
$11.5 Million
0.31% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
237,535
shares
|
$9.62 Million
2.34% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
59,116
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
49,562
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Added 21.12%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
40,108
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 59.89%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
36,110
shares
|
$1.46 Million
0.28% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
27,752
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
23,969
shares
|
$970,744
0.0% of portfolio
|
Q1 2025
Added 61.75%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
23,192
shares
|
$939,276
0.28% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
13,517
shares
|
$547,438
0.1% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
9,029
shares
|
$365,674
0.0% of portfolio
|
Q1 2025
Reduced 20.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
8,811
shares
|
$356,845
0.0% of portfolio
|
Q1 2025
Reduced 13.73%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
8,437
shares
|
$341,698
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
8,034
shares
|
$325,377
0.06% of portfolio
|
Q1 2025
Reduced 82.97%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
5,707
shares
|
$231,133
0.0% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,538
shares
|
$143,289
0.0% of portfolio
|
Q4 2024
Reduced 99.49%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
2,860
shares
|
$115,830
0.01% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,512
shares
|
$101,736
0.0% of portfolio
|
Q1 2025
Added 833.83%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
897
shares
|
$36,328
0.0% of portfolio
|
Q1 2025
Added 88.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
703
shares
|
$28,471
0.0% of portfolio
|
Q1 2025
New holding
|