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WisdomTree Emerging Markets Efficient Core Fund (NTSE) Institutional Ownership

$29.38 +0.20 (+0.69%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for WisdomTree Emerging Markets Efficient Core Fund (NYSEARCA:NTSE)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$3.62M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$661.35K
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NTSE Institutional Buying and Selling by Quarter

WisdomTree Emerging Markets Efficient Core Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2024 Townsquare Capital LLC21,840$703K0.0%N/A2.427%
11/6/2024 OneDigital Investment Advisors LLC184,955$5.95M0.1%+3.5%20.551%
10/18/2024Accurate Wealth Management LLC39,036$1.22M0.2%+64.3%4.337%
10/16/2024 Halbert Hargrove Global Advisors LLC28,379$913K0.1%-20.5%3.153%
8/15/2024 AQR Capital Management LLC8,187$241K0.0%-8.0%0.910%
8/1/2024 Drive Wealth Management LLC21,720$640K0.2%+9.8%2.413%
7/18/2024 Professional Financial Advisors LLC62,020$1.83M0.5%+2.4%6.891%
7/13/2024 Fermata Advisors LLC6,923$204K0.0%N/A0.769%
4/25/2024 Professional Financial Advisors LLC60,544$1.71M0.5%+7.9%3.105%
4/22/2024 Drive Wealth Management LLC19,774$559K0.2%+19.4%1.014%
4/15/2024 Wealthcare Advisory Partners LLC94,976$2.69M0.1%+118.8%4.871%
2/6/2024 Wealthcare Advisory Partners LLC43,415$1.23M0.0%+11.3%2.285%
1/24/2024 Halbert Hargrove Global Advisors LLC1,153,563$32.67M2.2%-1.1%60.714%
1/22/2024 Drive Wealth Management LLC16,565$469K0.2%-10.2%0.872%
1/18/2024 Professional Financial Advisors LLC56,117$1.59M0.5%+8.0%2.954%
10/25/2023 Professional Financial Advisors LLC51,937$1.34M0.6%+1.3%2.734%
10/16/2023 Halbert Hargrove Global Advisors LLC1,165,957$30.05M2.2%+4.1%61.366%
10/12/2023 Wealthcare Advisory Partners LLC39,021$1.01M0.0%+9.3%2.054%
10/11/2023 Drive Wealth Management LLC18,451$475K0.2%-8.0%0.971%
8/15/2023 Halbert Hargrove Global Advisors LLC1,119,620$31.22M2.3%-4.0%58.927%
7/31/2023 LPL Financial LLC13,349$372K0.0%+4.9%0.703%
7/31/2023 BlackDiamond Wealth Management Inc.61,567$1.77M1.5%-31.8%3.240%
7/17/2023 Wealthcare Advisory Partners LLC35,692$995K0.0%+32.0%1.879%
7/14/2023 Drive Wealth Management LLC20,064$559K0.2%+14.1%1.056%
7/12/2023 Professional Financial Advisors LLC51,271$1.43M0.7%N/A2.698%
5/10/2023 Resources Investment Advisors LLC.145,962$4.10M0.1%+25.6%7.682%
5/4/2023 Wealthcare Advisory Partners LLC27,031$759K0.0%+191.0%1.423%
5/2/2023 BlackDiamond Wealth Management Inc.90,292$2.46M2.5%N/A4.752%
4/25/2023 Halbert Hargrove Global Advisors LLC1,166,374$32.73M2.2%-8.1%61.388%
4/13/2023 Drive Wealth Management LLC17,583$493K0.2%+74.2%0.925%
2/13/2023 Wealthcare Advisory Partners LLC9,288$246K0.0%N/A0.516%
2/2/2023 Resources Investment Advisors LLC.116,220$3.08M0.1%+371.6%6.457%
1/27/2023 Drive Wealth Management LLC10,096$268K0.1%N/A0.561%
1/25/2023 Halbert Hargrove Global Advisors LLC1,269,330$33.68M2.4%+50.9%72.533%
11/15/2022 Fermata Advisors LLC9,103$219K0.1%-28.6%0.759%
11/14/2022 OLD Mission Capital LLC132,046$3.18M0.1%+18.6%11.004%
11/8/2022 Resources Investment Advisors LLC.24,643$594K0.0%N/A2.054%
10/24/2022 Halbert Hargrove Global Advisors LLC841,124$20.26M1.6%-4.1%70.094%
8/9/2022 Fermata Advisors LLC12,748$363K0.1%-4.0%1.062%
8/5/2022 Halbert Hargrove Global Advisors LLC876,884$24.95M1.8%+10.0%73.074%
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8/5/2022 OLD Mission Capital LLC111,335$3.17M0.1%N/A9.278%
5/13/2022 Halbert Hargrove Global Advisors LLC797,350$26.12M1.7%+10.9%61.335%
4/22/2022 Fermata Advisors LLC13,283$435K0.2%-9.5%1.328%
2/2/2022 Fermata Advisors LLC14,682$546K0.2%+88.2%1.224%
10/29/2021 Fermata Advisors LLC7,802$297K0.1%N/A7.802%
(Data available from 1/1/2016 forward)

NTSE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NTSE shares?

During the previous two years, 12 institutional investors and hedge funds held shares of WisdomTree Emerging Markets Efficient Core Fund. The most heavily invested institutionals were OneDigital Investment Advisors LLC ($5.95M), Resources Investment Advisors LLC. ($4.10M), Wealthcare Advisory Partners LLC ($2.69M), Professional Financial Advisors LLC ($1.83M), BlackDiamond Wealth Management Inc. ($1.77M), Accurate Wealth Management LLC ($1.22M), and Halbert Hargrove Global Advisors LLC ($913K).Learn more on NTSE's institutional investors.

Which institutional investors have been buying WisdomTree Emerging Markets Efficient Core Fund stock?

Of the 11 institutional investors that purchased WisdomTree Emerging Markets Efficient Core Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Halbert Hargrove Global Advisors LLC ($474.54K), Resources Investment Advisors LLC. ($121.32K), Wealthcare Advisory Partners LLC ($94.98K), BlackDiamond Wealth Management Inc. ($90.29K), Professional Financial Advisors LLC ($62.02K), Drive Wealth Management LLC ($25.22K), and Townsquare Capital LLC ($21.84K).

How much institutional buying is happening at WisdomTree Emerging Markets Efficient Core Fund?

Institutional investors have bought a total of 919,350 shares in the last 24 months. This purchase volume represents approximately $25.06M in transactions.

Which WisdomTree Emerging Markets Efficient Core Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree Emerging Markets Efficient Core Fund stock in the last 24 months: Halbert Hargrove Global Advisors LLC ($169.43K), BlackDiamond Wealth Management Inc. ($28.73K), Drive Wealth Management LLC ($3.50K), and AQR Capital Management LLC ($716.00).

How much institutional selling is happening at WisdomTree Emerging Markets Efficient Core Fund?

Institutional investors have sold a total of 202,372 shares in the last 24 months. This volume of shares sold represents approximately $5.70M in transactions.



This page (NYSEARCA:NTSE) was last updated on 12/22/2024 by MarketBeat.com Staff
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