Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Intl Efficient C (NTSI)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Efficient C (NTSI) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INTL EFFICIENT C.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
39K+ 5.51% |
$1.35M - $1.54M
|
748K
$27.9M
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15.4K+ 0.49% |
$531K - $604K
|
3.14M
$117M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.63K+ 1.3% |
$125K - $143K
|
283K
$10.6M
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
740+ 2.09% |
$25.5K - $29.1K
|
36.1K
$1.35M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
703New |
$24.3K - $27.6K
|
703
$26.3K
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-101- 0.74% |
$3.49K - $3.97K
|
13.5K
$505K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.31K- 20.39% |
$79.8K - $90.9K
|
9.03K
$337K
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-39.1K- 82.97% |
$1.35M - $1.54M
|
8.03K
$300K
|