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
$30.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29.7K+ 6.0% |
$1.02M - $1.17M
|
525K
$21.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
18.1K+ 2.51% |
$624K - $711K
|
739K
$29.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
17.8K+ 8.11% |
$615K - $701K
|
238K
$9.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15.4K+ 0.49% |
$531K - $604K
|
3.14M
$127M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
14.5K+ 0.61% |
$501K - $570K
|
2.38M
$96.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.15K+ 61.75% |
$316K - $360K
|
24K
$971K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.64K+ 21.12% |
$298K - $340K
|
49.6K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.53K+ 12.41% |
$225K - $257K
|
59.1K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.63K+ 1.3% |
$125K - $143K
|
283K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.24K+ 833.83% |
$77.4K - $88.2K
|
2.51K
$102K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
740+ 2.09% |
$25.5K - $29.1K
|
36.1K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
703New |
$24.3K - $27.6K
|
703
$28.5K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
495New |
$17.1K - $19.5K
|
495
$20K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
420+ 88.05% |
$14.5K - $16.5K
|
897
$36.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
327+ 1.43% |
$11.3K - $12.9K
|
23.2K
$939K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-101- 0.74% |
$3.49K - $3.97K
|
13.5K
$547K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-294- 1.05% |
$10.1K - $11.6K
|
27.8K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-805- 12.36% |
$27.8K - $31.7K
|
5.71K
$231K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.4K- 13.73% |
$48.4K - $55.1K
|
8.81K
$357K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.31K- 20.39% |
$79.8K - $90.9K
|
9.03K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.54K- 68.06% |
$260K - $296K
|
3.54K
$143K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-39.1K- 82.97% |
$1.35M - $1.54M
|
8.03K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-59.9K- 59.89% |
$2.07M - $2.35M
|
40.1K
$1.62M
|