Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Intl Efficient C (NTSI)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Efficient C (NTSI) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
122K+ 29.91% |
$3.7M - $4.37M
|
530K
$19.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
108K+ 3.85% |
$3.27M - $3.86M
|
2.91M
$106M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
47.6K+ 12.06% |
$1.44M - $1.71M
|
442K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.7K+ 145.7% |
$1.39M - $1.64M
|
77K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.4KNew |
$1.14M - $1.34M
|
37.4K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
36.8KNew |
$1.12M - $1.32M
|
36.8K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.2KNew |
$675K - $797K
|
22.2K
$814K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
13.9K+ 10.98% |
$421K - $498K
|
140K
$5.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
13.4K+ 0.65% |
$406K - $480K
|
2.07M
$75.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
8.63KNew |
$262K - $309K
|
8.63K
$316K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.63K+ 26.35% |
$171K - $202K
|
27K
$989K
|
|
|
Jan 17, 2024
Q4 2023
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
5.48K+ 0.81% |
$166K - $197K
|
678K
$24.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.46K+ 3.63% |
$105K - $124K
|
98.9K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.77KNew |
$84K - $99.2K
|
2.77K
$101K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.54K+ 4.8% |
$46.8K - $55.3K
|
33.7K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
756+ 5.77% |
$22.9K - $27.1K
|
13.9K
$507K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
475New |
$14.4K - $17K
|
475
$17.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$30.3 - $35.9
|
1
$36.6
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-484- 99.79% |
$14.7K - $17.4K
|
1
$36.6
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-41K- 61.51% |
$1.24M - $1.47M
|
25.6K
$938K
|