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 32 institutions that hold shares in the stock, with a total of 9.55 Million shares, which have been reported (via 13F filing form) to have a value of $417 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
|
Nov 03, 2025 Q3 2025 |
2,430,454
shares
|
$106 Million
11.21% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
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 |
Oct 29, 2025 Q3 2025 |
860,443
shares
|
$37.6 Million
8.89% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
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 |
Nov 10, 2025 Q3 2025 |
482,339
shares
|
$21.1 Million
0.23% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
288,730
shares
|
$12.6 Million
0.27% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
265,160
shares
|
$11.6 Million
2.44% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
199,770
shares
|
$8.72 Million
0.0% of portfolio
|
Q3 2025
Added 220.22%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
89,357
shares
|
$3.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.89%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
55,861
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
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
|
Nov 13, 2025 Q3 2025 |
25,612
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
22,796
shares
|
$995,045
0.24% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
20,101
shares
|
$877,408
0.0% of portfolio
|
Q3 2025
Reduced 22.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
12,699
shares
|
$554,311
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
8,437
shares
|
$368,275
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
6,410
shares
|
$279,796
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
6,227
shares
|
$271,808
0.0% of portfolio
|
Q3 2025
Added 70.51%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,001
shares
|
$261,943
0.04% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
5,149
shares
|
$224,753
0.12% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
4,740
shares
|
$206,901
0.0% of portfolio
|
Q3 2025
Reduced 28.9%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
3,504
shares
|
$152,949
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,286
shares
|
$143,433
0.0% of portfolio
|
Q3 2025
Reduced 49.25%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
2,860
shares
|
$124,839
0.01% of portfolio
|
Q2 2024
Added 1.24%
|
|