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 29 institutions that hold shares in the stock, with a total of 8.42 Million shares, which have been reported (via 13F filing form) to have a value of $329 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
3,141,165
shares
|
$123 Million
6.81% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
2,367,658
shares
|
$92.5 Million
10.8% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Apr 21, 2025 Q1 2025 |
747,918
shares
|
$29.2 Million
16.87% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
739,087
shares
|
$28.9 Million
0.11% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
524,632
shares
|
$20.5 Million
0.25% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
283,209
shares
|
$11.1 Million
0.31% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
237,535
shares
|
$9.28 Million
2.34% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
100,000
shares
|
$3.91 Million
0.0% of portfolio
|
Q4 2024
Added 329.28%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
52,590
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
40,920
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Added 17.51%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
36,110
shares
|
$1.41 Million
0.28% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
28,046
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
23,192
shares
|
$906,343
0.28% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,819
shares
|
$579,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
13,517
shares
|
$528,244
0.1% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
11,077
shares
|
$432,889
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
10,213
shares
|
$399,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
9,029
shares
|
$352,853
0.0% of portfolio
|
Q1 2025
Reduced 20.39%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,780
shares
|
$343,122
0.01% of portfolio
|
Q4 2024
Reduced 62.25%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
8,437
shares
|
$329,717
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
8,034
shares
|
$313,968
0.06% of portfolio
|
Q1 2025
Reduced 82.97%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
6,512
shares
|
$254,488
0.0% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
2,860
shares
|
$111,768
0.01% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
703
shares
|
$27,473
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
477
shares
|
$18,641
0.0% of portfolio
|
Q4 2024
Reduced 1.65%
|