Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Intl Efficient C (NTSI)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Efficient C (NTSI) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37K+ 15.27% |
$1.3M - $1.45M
|
280K
$9.94M
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.46K+ 4.01% |
$297K - $331K
|
220K
$7.81M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.8K- 4.83% |
$63.1K - $70.2K
|
35.4K
$1.26M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.34K- 4.73% |
$82.2K - $91.5K
|
47.2K
$1.68M
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-3.2K- 19.02% |
$112K - $125K
|
13.6K
$484K
|