Latest Institutional Transactions on Wisdomtree Tr Intl Efficient C (NTSI)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Intl Efficient C (NTSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-827- 3.55% |
$29.7K - $32.7K
|
22.5K
$822K
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-23K- 3.14% |
$825K - $909K
|
709K
$26M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-237- 0.83% |
$8.52K - $9.38K
|
28.3K
$1.04M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
18.9K+ 61.9% |
$680K - $750K
|
49.5K
$1.81M
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
39.6K+ 1.32% |
$1.42M - $1.57M
|
3.03M
$111M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.2K- 1.03% |
$78.9K - $86.9K
|
211K
$7.73M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.3K+ 6.61% |
$82.7K - $91.2K
|
37.2K
$1.36M
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
16.8KNew |
$604K - $666K
|
16.8K
$615K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
80K+ 13.35% |
$2.87M - $3.17M
|
679K
$24.9M
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.21% |
$35 - $37.9
|
485
$17.8K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-76.8K- 62.98% |
$2.68M - $2.91M
|
45.1K
$1.65M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.2K+ 336.06% |
$2.04M - $2.2M
|
75.6K
$2.77M
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.8K+ 27.37% |
$448K - $485K
|
59.7K
$2.18M
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
35+ 1.24% |
$1.22K - $1.32K
|
2.86K
$105K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.7K+ 13.9% |
$94.5K - $102K
|
22.1K
$810K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
25New |
$874 - $946
|
25
$915
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.79K- 19.76% |
$97.6K - $106K
|
11.3K
$415K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.1K+ 4.96% |
$387K - $420K
|
234K
$8.58M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
75.7K+ 3.59% |
$2.65M - $2.86M
|
2.18M
$79.9M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.87K- 4.5% |
$135K - $146K
|
82K
$3M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.8K+ 2.43% |
$379K - $411K
|
457K
$16.7M
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
195New |
$6.82K - $7.38K
|
195
$7.14K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.3KNew |
$597K - $646K
|
17.3K
$633K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.19KNew |
$248K - $269K
|
7.19K
$263K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
351New |
$12.1K - $13.1K
|
351
$12.8K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
28New |
$967 - $1.05K
|
28
$1.02K
|
|
Q3 2023 | |||||||
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.53KNew |
$207K - $231K
|
6.53K
$239K
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-15K- 59.58% |
$475K - $529K
|
10.1K
$371K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.73K- 16.91% |
$58.3K - $61.3K
|
8.51K
$311K
|
|
Q1 2023 | |||||||
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-3.08K- 32.92% |
$98K - $107K
|
6.27K
$230K
|
|
Q3 2022 | |||||||
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8.44KNew |
$226K - $280K
|
8.44K
$309K
|