WisdomTree Emerging Markets Efficient Core Fund (NTSE) Institutional Ownership

$27.95
+0.33 (+1.19%)
(As of 04/26/2024 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)
$8.84M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.55M
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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
4/25/2024Professional 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%
1/18/2024Professional Financial Advisors LLC56,117$1.59M0.5%+8.0%2.954%
10/25/2023Professional 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%
7/31/2023LPL Financial LLC13,349$372K0.0%+4.9%0.703%
7/31/2023BlackDiamond 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%
7/12/2023Professional Financial Advisors LLC51,271$1.43M0.7%N/A2.698%
5/10/2023Resources 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%
5/2/2023BlackDiamond 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%
2/2/2023Resources 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%
11/14/2022OLD Mission Capital LLC132,046$3.18M0.1%+18.6%11.004%
11/8/2022Resources 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%
8/5/2022OLD 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, 9 institutional investors and hedge funds held shares of WisdomTree Emerging Markets Efficient Core Fund. The most heavily invested institutionals were Halbert Hargrove Global Advisors LLC ($32.67M), Resources Investment Advisors LLC. ($4.10M), OLD Mission Capital LLC ($3.18M), Wealthcare Advisory Partners LLC ($2.69M), BlackDiamond Wealth Management Inc. ($1.77M), Professional Financial Advisors LLC ($1.71M), and Drive Wealth Management LLC ($559K).Learn more on NTSE's institutional investors.

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

The following institutional investors have purchased WisdomTree Emerging Markets Efficient Core Fund stock in the last 24 months: Halbert Hargrove Global Advisors LLC ($632.54K), Resources Investment Advisors LLC. ($145.96K), OLD Mission Capital LLC ($132.05K), Wealthcare Advisory Partners LLC ($94.98K), BlackDiamond Wealth Management Inc. ($90.29K), Professional Financial Advisors LLC ($60.54K), and Drive Wealth Management LLC ($23.27K).

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

Institutional investors have bought a total of 1,180,255 shares in the last 24 months. This purchase volume represents approximately $32.45M 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 ($197.86K), BlackDiamond Wealth Management Inc. ($28.73K), Fermata Advisors LLC ($4.18K), and Drive Wealth Management LLC ($3.50K).

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

Institutional investors have sold a total of 234,268 shares in the last 24 months. This volume of shares sold represents approximately $6.40M in transactions.


This page (NYSEARCA:NTSE) was last updated on 4/28/2024 by MarketBeat.com Staff

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