Purchases and Sales Made in Q3 2024 in Wisdomtree Tr Intl Efficient C (NTSI)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Efficient C (NTSI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
80K+ 13.35% |
$2.87M - $3.17M
|
679K
$24.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
39.6K+ 1.32% |
$1.42M - $1.57M
|
3.03M
$111M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
18.9K+ 61.9% |
$680K - $750K
|
49.5K
$1.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
16.8KNew |
$604K - $666K
|
16.8K
$615K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.3K+ 6.61% |
$82.7K - $91.2K
|
37.2K
$1.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-237- 0.83% |
$8.52K - $9.38K
|
28.3K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-827- 3.55% |
$29.7K - $32.7K
|
22.5K
$822K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.2K- 1.03% |
$78.9K - $86.9K
|
211K
$7.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-23K- 3.14% |
$825K - $909K
|
709K
$26M
|