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WisdomTree International Efficient Core Fund (NTSI) Institutional Ownership

$36.26 +0.70 (+1.97%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for WisdomTree International Efficient Core Fund (NYSEARCA:NTSI)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$37.10M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.14M
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NTSI Institutional Buying and Selling by Quarter

WisdomTree International Efficient Core Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 Wealthcare Advisory Partners LLC279,579$9.82M0.3%+15.3%3.159%
1/15/2025 Morton Capital Management LLC CA13,618$478K0.1%-19.0%0.154%
1/15/2025 Fermata Advisors LLC35,370$1.24M0.2%-4.8%0.400%
1/14/2025 Accurate Wealth Management LLC47,179$1.63M0.3%-4.7%0.533%
1/14/2025 Professional Financial Advisors LLC219,711$7.72M2.0%+4.0%2.483%
12/26/2024JPMorgan Chase & Co.3,735$147K0.0%N/A0.042%
11/15/2024Jane Street Group LLC23,295$914K0.0%-48.4%0.263%
11/15/2024SYM FINANCIAL Corp2,210,867$86.74M11.6%+1.3%24.982%
11/15/2024IHT Wealth Management LLC23,257$857K0.0%+5.1%0.263%
11/6/2024OneDigital Investment Advisors LLC475,167$18.64M0.2%+4.0%5.369%
10/23/2024Leading Edge Financial Planning LLC22,467$881K0.3%-3.6%0.254%
10/21/2024WJ Interests LLC709,108$27.82M12.3%-3.1%8.013%
10/18/2024 Accurate Wealth Management LLC49,521$1.87M0.4%+61.9%0.560%
10/16/2024Halbert Hargrove Global Advisors LLC3,032,083$118.96M6.5%+1.3%34.261%
10/10/2024 Professional Financial Advisors LLC211,247$8.29M2.1%-1.0%2.387%
10/9/2024 Fermata Advisors LLC37,167$1.46M0.3%+6.6%0.420%
10/9/2024 Morton Capital Management LLC CA16,816$660K0.1%N/A0.190%
10/8/2024CWM LLC679,323$26.65M0.1%+13.3%7.676%
8/15/2024AQR Capital Management LLC59,668$2.17M0.0%+27.4%0.674%
8/8/2024SYM FINANCIAL Corp2,183,329$79.49M12.7%+3.6%24.670%
7/31/2024Commonwealth Equity Services LLC28,530$1.04M0.0%+1.5%0.322%
7/18/2024 Professional Financial Advisors LLC213,443$7.77M2.1%-0.1%2.412%
7/16/2024WJ Interests LLC732,073$26.65M13.3%+4.1%8.272%
7/13/2024 Fermata Advisors LLC34,864$1.27M0.3%+0.9%0.394%
7/10/2024CWM LLC599,337$21.82M0.1%+4.7%6.772%
5/16/2024Jane Street Group LLC121,927$4.52M0.0%+375.6%1.378%
5/6/2024SYM FINANCIAL Corp2,107,650$78.11M12.9%+1.8%23.815%
4/30/2024Commonwealth Equity Services LLC28,112$1.04M0.0%+4.1%0.318%
4/25/2024 Professional Financial Advisors LLC213,736$7.92M2.3%+52.3%2.443%
4/15/2024 Wealthcare Advisory Partners LLC223,252$8.27M0.3%+125.7%2.551%
4/12/2024 Fermata Advisors LLC34,537$1.28M0.3%+2.6%0.395%
4/10/2024WJ Interests LLC703,275$26.06M13.8%+3.7%9.504%
2/6/2024 Wealthcare Advisory Partners LLC98,923$3.53M0.1%+3.6%1.337%
2/6/2024SYM FINANCIAL Corp2,071,084$73.99M12.0%+0.7%27.988%
2/1/2024CWM LLC529,924$18.93M0.1%+29.9%7.161%
1/24/2024Halbert Hargrove Global Advisors LLC2,905,352$103.79M7.1%+3.8%39.262%
1/19/2024 Fermata Advisors LLC33,657$1.20M0.3%+4.8%0.455%
1/18/2024 Professional Financial Advisors LLC140,326$5.01M1.7%+11.0%1.896%
1/17/2024WJ Interests LLC678,306$24.23M15.3%+0.8%9.166%
11/7/2023 Fermata Advisors LLC32,114$1.03M0.3%+6.2%0.434%
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10/27/2023SYM FINANCIAL Corp2,057,702$65.72M11.7%+2.8%27.807%
10/25/2023 Professional Financial Advisors LLC126,438$4.04M1.8%+4.6%1.709%
10/24/2023RHS Financial LLC10,149$324K0.2%-59.6%0.137%
10/23/2023Commonwealth Equity Services LLC21,380$683K0.0%+86.2%0.289%
10/16/2023WJ Interests LLC672,824$21.49M15.0%+0.4%9.092%
10/16/2023Halbert Hargrove Global Advisors LLC2,797,690$89.36M6.7%+7.6%37.807%
10/12/2023 Wealthcare Advisory Partners LLC95,459$3.05M0.1%+7.1%1.290%
10/11/2023CWM LLC407,919$13.03M0.1%+26.5%5.512%
8/15/2023Halbert Hargrove Global Advisors LLC2,599,388$89.53M6.5%+1.8%35.127%
8/3/2023CWM LLC322,535$11.11M0.1%+16.0%4.359%
8/2/2023SYM FINANCIAL Corp2,002,034$68.96M14.0%+8.9%27.055%
7/31/2023LPL Financial LLC20,521$707K0.0%+4.4%0.277%
7/24/2023 Fermata Advisors LLC30,249$1.04M0.9%+137.1%0.423%
7/24/2023WJ Interests LLC670,323$23.63M15.6%-3.5%9.375%
7/21/2023RHS Financial LLC25,109$865K0.6%-3.2%0.351%
7/17/2023 Wealthcare Advisory Partners LLC89,118$3.07M0.1%+14.4%1.246%
7/12/2023 Professional Financial Advisors LLC120,888$4.16M2.2%N/A1.691%
5/10/2023Resources Investment Advisors LLC.350,929$12.05M0.3%-9.9%5.238%
5/4/2023 Wealthcare Advisory Partners LLC77,932$2.68M0.1%+57.3%1.163%
5/2/2023SYM FINANCIAL Corp1,837,730$63.09M13.9%+3.3%27.429%
5/1/2023CWM LLC278,074$9.55M0.1%+8.3%4.150%
4/27/2023RHS Financial LLC25,939$890K0.7%-2.8%0.387%
4/25/2023Halbert Hargrove Global Advisors LLC2,554,651$87.70M5.9%+1.6%38.129%
4/13/2023WJ Interests LLC694,754$24.08M16.7%+22.5%10.369%
4/13/2023 Fermata Advisors LLC12,756$438K0.3%-66.2%0.190%
4/5/2023Empirical Finance LLC6,271$215K0.0%-32.9%0.098%
3/6/2023OLD Mission Capital LLC41,320$1.31M0.0%-75.9%0.646%
2/13/2023 Wealthcare Advisory Partners LLC49,547$1.57M0.1%N/A0.774%
2/7/2023Commonwealth Equity Services LLC14,936$473K0.0%+99.4%0.233%
2/2/2023Resources Investment Advisors LLC.389,487$12.36M0.4%+348.1%6.086%
2/1/2023CWM LLC256,827$8.15M0.1%N/A4.013%
1/25/2023Halbert Hargrove Global Advisors LLC2,514,082$79.77M5.7%+62.7%39.283%
1/24/2023RHS Financial LLC26,692$847K0.7%-1.3%0.417%
1/19/2023SYM FINANCIAL Corp1,778,748$56.44M13.4%N/A28.460%
1/19/2023WJ Interests LLC567,120$18.00M14.9%+3.5%9.074%
11/15/2022 Fermata Advisors LLC46,865$1.27M0.4%-22.2%1.008%
11/14/2022OLD Mission Capital LLC171,517$4.66M0.1%+173.5%3.689%
11/14/2022MML Investors Services LLC7,960$216K0.0%N/A0.171%
11/8/2022Resources Investment Advisors LLC.86,913$2.36M0.1%N/A1.869%
10/31/2022Avion Wealth8,437$229K0.1%N/A0.181%
10/24/2022Halbert Hargrove Global Advisors LLC1,545,393$41.99M3.2%+6.7%33.234%
10/21/2022RHS Financial LLC27,035$735K0.7%-16.2%0.581%
10/20/2022WJ Interests LLC547,717$14.88M13.3%+85.3%11.779%
8/9/2022 Fermata Advisors LLC60,207$1.86M0.6%+2.1%2.457%
8/5/2022Halbert Hargrove Global Advisors LLC1,448,720$44.83M3.3%-1.2%59.131%
8/5/2022OLD Mission Capital LLC62,710$1.94M0.1%N/A2.560%
7/19/2022Commonwealth Equity Services LLC6,732$208K0.0%N/A0.275%
7/15/2022RHS Financial LLC32,277$999K0.8%N/A1.317%
5/13/2022Halbert Hargrove Global Advisors LLC1,466,278$53.99M3.6%-7.9%44.433%
4/22/2022 Fermata Advisors LLC58,946$2.17M0.8%-0.7%2.508%
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2/2/2022 Fermata Advisors LLC59,376$2.40M0.9%+388.6%1.947%
10/29/2021 Fermata Advisors LLC12,152$481K0.2%N/A2.430%
(Data available from 1/1/2016 forward)

NTSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NTSI shares?

During the previous two years, 21 institutional investors and hedge funds held shares of WisdomTree International Efficient Core Fund. The most heavily invested institutionals were Halbert Hargrove Global Advisors LLC ($118.96M), SYM FINANCIAL Corp ($86.74M), WJ Interests LLC ($27.82M), CWM LLC ($26.65M), OneDigital Investment Advisors LLC ($18.64M), Resources Investment Advisors LLC. ($12.05M), and Wealthcare Advisory Partners LLC ($9.82M).Learn more on NTSI's institutional investors.

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

Of the 17 institutional investors that purchased WisdomTree International 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 ($1.40M), CWM LLC ($636.68K), SYM FINANCIAL Corp ($432.12K), Resources Investment Advisors LLC. ($302.57K), Wealthcare Advisory Partners LLC ($260.28K), Professional Financial Advisors LLC ($222.20K), and WJ Interests LLC ($189.38K).

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

Institutional investors have bought a total of 3,655,035 shares in the last 24 months. This purchase volume represents approximately $123.23M in transactions.

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

Of the 11 institutional investors that sold WisdomTree International Efficient Core Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OLD Mission Capital LLC ($130.20K), WJ Interests LLC ($47.40K), Resources Investment Advisors LLC. ($38.56K), Fermata Advisors LLC ($26.81K), Jane Street Group LLC ($21.84K), RHS Financial LLC ($16.89K), and Morton Capital Management LLC CA ($3.20K).

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

Institutional investors have sold a total of 293,616 shares in the last 24 months. This volume of shares sold represents approximately $9.95M in transactions.



This page (NYSEARCA:NTSI) was last updated on 1/21/2025 by MarketBeat.com Staff
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