Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Intl Efficient C (NTSI)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Efficient C (NTSI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
157K+ 7.09% |
$5.5M - $6.12M
|
2.37M
$87.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
93.7K+ 3.09% |
$3.29M - $3.66M
|
3.13M
$116M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
41.7K+ 6.14% |
$1.46M - $1.63M
|
721K
$26.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37K+ 15.27% |
$1.3M - $1.45M
|
280K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.46K+ 4.01% |
$297K - $331K
|
220K
$8.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
450+ 7.42% |
$15.8K - $17.6K
|
6.51K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
398+ 1.77% |
$14K - $15.5K
|
22.9K
$846K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3- 0.03% |
$105 - $117
|
11.1K
$410K
|
|
|
Feb 03, 2025
Q4 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-234- 0.03% |
$8.21K - $9.14K
|
709K
$26.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.8K- 4.83% |
$63.1K - $70.2K
|
35.4K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.34K- 4.73% |
$82.2K - $91.5K
|
47.2K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-3.2K- 19.02% |
$112K - $125K
|
13.6K
$504K
|