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 26 institutions that hold shares in the stock, with a total of 9.2 Million shares, which have been reported (via 13F filing form) to have a value of $382 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,147,199
shares
|
$131 Million
6.8% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
2,388,724
shares
|
$99.3 Million
11.05% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
795,769
shares
|
$33.1 Million
10.3% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
776,545
shares
|
$32.3 Million
0.11% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Jul 21, 2025 Q2 2025 |
728,072
shares
|
$30.3 Million
16.57% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
523,891
shares
|
$21.8 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
281,979
shares
|
$11.7 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
251,005
shares
|
$10.4 Million
2.43% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
117,405
shares
|
$4.88 Million
0.0% of portfolio
|
Q2 2025
Added 192.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
62,385
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2025
Added 25.87%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
55,199
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
45,681
shares
|
$1.9 Million
0.56% of portfolio
|
Q2 2025
Added 26.51%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
25,998
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
24,380
shares
|
$1.01 Million
0.28% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
23,969
shares
|
$996,391
0.0% of portfolio
|
Q1 2025
Added 61.75%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
8,437
shares
|
$350,726
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
6,667
shares
|
$277,147
0.0% of portfolio
|
Q2 2025
Reduced 24.33%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,265
shares
|
$260,436
0.04% of portfolio
|
Q2 2025
Reduced 22.02%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
2,860
shares
|
$118,890
0.01% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
897
shares
|
$37,288
0.0% of portfolio
|
Q1 2025
Added 88.05%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
495
shares
|
$20,577
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
356
shares
|
$14,798
0.0% of portfolio
|
Q2 2025
Reduced 49.36%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
316
shares
|
$13,136
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
28
shares
|
$1,163
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
18
shares
|
$748
0.0% of portfolio
|
Q2 2025
Reduced 99.49%
|