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 28 institutions that hold shares in the stock, with a total of 8.32 Million shares, which have been reported (via 13F filing form) to have a value of $316 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,125,795
shares
|
$119 Million
6.11% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
2,367,658
shares
|
$90.2 Million
10.8% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
721,014
shares
|
$27.5 Million
0.11% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Feb 03, 2025 Q4 2024 |
708,874
shares
|
$27 Million
14.7% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
494,952
shares
|
$18.8 Million
0.21% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
279,579
shares
|
$10.6 Million
0.28% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
219,711
shares
|
$8.37 Million
2.02% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
100,000
shares
|
$3.81 Million
0.0% of portfolio
|
Q4 2024
Added 329.28%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
52,590
shares
|
$2 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
47,179
shares
|
$1.8 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
40,920
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 17.51%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
35,370
shares
|
$1.35 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
28,046
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
22,865
shares
|
$870,699
0.26% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,819
shares
|
$564,307
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
13,618
shares
|
$518,573
0.09% of portfolio
|
Q4 2024
Reduced 19.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
11,077
shares
|
$421,812
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
10,213
shares
|
$388,911
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,780
shares
|
$334,342
0.01% of portfolio
|
Q4 2024
Reduced 62.25%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
8,437
shares
|
$321,280
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
6,512
shares
|
$247,976
0.0% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
2,860
shares
|
$108,908
0.01% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
477
shares
|
$18,164
0.0% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
269
shares
|
$10,243
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
217
shares
|
$8,263
0.0% of portfolio
|
Q3 2024
Reduced 38.18%
|