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 9.34 Million shares, which have been reported (via 13F filing form) to have a value of $407 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,123,131
shares
|
$136 Million
6.6% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
2,388,724
shares
|
$104 Million
11.05% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
873,984
shares
|
$38.1 Million
0.11% of portfolio
|
Q3 2025
Added 12.55%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
795,769
shares
|
$34.7 Million
10.3% of portfolio
|
Q2 2025
New holding
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 20, 2025 Q3 2025 |
702,092
shares
|
$30.6 Million
15.5% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
523,891
shares
|
$22.8 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
|
$12.3 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
251,005
shares
|
$10.9 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
|
$5.11 Million
0.0% of portfolio
|
Q2 2025
Added 192.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
62,385
shares
|
$2.72 Million
0.0% of portfolio
|
Q2 2025
Added 25.87%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
55,199
shares
|
$2.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
49,711
shares
|
$2.17 Million
0.62% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
25,605
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
24,380
shares
|
$1.06 Million
0.28% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
20,101
shares
|
$875,599
0.0% of portfolio
|
Q3 2025
Reduced 22.68%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
8,437
shares
|
$367,515
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
6,667
shares
|
$290,414
0.0% of portfolio
|
Q2 2025
Reduced 24.33%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,475
shares
|
$282,051
0.0% of portfolio
|
Q2 2025
Added 621.85%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,001
shares
|
$261,403
0.04% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
5,146
shares
|
$224,159
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
3,652
shares
|
$159,081
0.0% of portfolio
|
Q2 2025
Added 20188.89%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
2,860
shares
|
$124,581
0.01% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
495
shares
|
$21,562
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
316
shares
|
$13,764
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
210
shares
|
$9,147
0.0% of portfolio
|
Q3 2025
Reduced 41.01%
|