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WisdomTree International Efficient Core Fund (NTSI) Institutional Ownership

$38.99 -0.21 (-0.54%)
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)
20
Total
Institutional Inflows
(last 12 months)
$37.91M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$4.23M
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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
5/1/2025CWM LLC739,087$28.07M0.1%+2.5%7.580%
4/29/2025 OneDigital Investment Advisors LLC524,632$19.93M0.2%+6.0%5.381%
4/23/2025 Leading Edge Financial Planning LLC23,192$882K0.3%+1.4%0.238%
4/23/2025 Professional Financial Advisors LLC237,535$9.02M2.3%+8.1%2.436%
4/21/2025 WJ Interests LLC747,918$28.41M13.2%+5.5%7.671%
4/18/2025 Halbert Hargrove Global Advisors LLC3,141,165$119.30M6.7%+0.5%32.217%
4/16/2025 Wealth Enhancement Advisory Services LLC9,029$343K0.0%-20.4%0.093%
4/15/2025 Accurate Wealth Management LLC8,034$292K0.1%-83.0%0.082%
4/15/2025 Wealthcare Advisory Partners LLC283,209$10.76M0.3%+1.3%2.905%
4/14/2025 Farther Finance Advisors LLC703$27K0.0%N/A0.007%
4/10/2025 Fermata Advisors LLC36,110$1.37M0.2%+2.1%0.370%
3/17/2025 Wealth Enhancement Advisory Services LLC11,342$398K0.0%N/A0.118%
2/14/2025Jane Street Group LLC100,000$3.51M0.0%+329.3%1.130%
2/14/2025IHT Wealth Management LLC8,780$308K0.0%-62.2%0.099%
2/14/2025 OneDigital Investment Advisors LLC494,952$17.39M0.2%+4.2%5.593%
2/13/2025NewEdge Advisors LLC10,213$359K0.0%N/A0.115%
2/11/2025LPL Financial LLC40,920$1.44M0.0%+17.5%0.462%
2/5/2025 Halbert Hargrove Global Advisors LLC3,125,795$109.81M6.1%+3.1%35.320%
1/24/2025 Leading Edge Financial Planning LLC22,865$808K0.3%+1.8%0.258%
1/24/2025SYM FINANCIAL Corp2,367,658$83.18M10.8%+7.1%26.753%
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%
11/6/2024 OneDigital Investment Advisors LLC475,167$18.64M0.2%+4.0%5.369%
10/23/2024 Leading Edge Financial Planning LLC22,467$881K0.3%-3.6%0.254%
10/21/2024 WJ 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%
10/16/2024 Halbert 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%
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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%
7/16/2024 WJ 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%
4/10/2024 WJ 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%
1/24/2024 Halbert 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%
1/17/2024 WJ Interests LLC678,306$24.23M15.3%+0.8%9.166%
11/7/2023 Fermata Advisors LLC32,114$1.03M0.3%+6.2%0.434%
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%
10/24/2023 RHS Financial LLC10,149$324K0.2%-59.6%0.137%
10/23/2023Commonwealth Equity Services LLC21,380$683K0.0%+86.2%0.289%
10/16/2023 WJ Interests LLC672,824$21.49M15.0%+0.4%9.092%
10/16/2023 Halbert 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%
8/15/2023 Halbert 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%
7/24/2023 WJ Interests LLC670,323$23.63M15.6%-3.5%9.375%
7/21/2023 RHS 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%
5/10/2023 Resources 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%
4/27/2023 RHS Financial LLC25,939$890K0.7%-2.8%0.387%
4/25/2023 Halbert Hargrove Global Advisors LLC2,554,651$87.70M5.9%+1.6%38.129%
4/13/2023 WJ 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%
2/2/2023 Resources Investment Advisors LLC.389,487$12.36M0.4%+348.1%6.086%
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2/1/2023CWM LLC256,827$8.15M0.1%N/A4.013%
1/25/2023 Halbert Hargrove Global Advisors LLC2,514,082$79.77M5.7%+62.7%39.283%
1/24/2023 RHS Financial LLC26,692$847K0.7%-1.3%0.417%
1/19/2023SYM FINANCIAL Corp1,778,748$56.44M13.4%N/A28.460%
1/19/2023 WJ 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%
11/8/2022 Resources Investment Advisors LLC.86,913$2.36M0.1%N/A1.869%
10/31/2022Avion Wealth8,437$229K0.1%N/A0.181%
(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, 22 institutional investors and hedge funds held shares of WisdomTree International Efficient Core Fund. The most heavily invested institutionals were Halbert Hargrove Global Advisors LLC ($119.30M), SYM FINANCIAL Corp ($83.18M), WJ Interests LLC ($28.41M), CWM LLC ($28.07M), OneDigital Investment Advisors LLC ($19.93M), Resources Investment Advisors LLC. ($12.05M), and Wealthcare Advisory Partners LLC ($10.76M).Learn more on NTSI's institutional investors.

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

Of the 20 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: SYM FINANCIAL Corp ($588.91K), Halbert Hargrove Global Advisors LLC ($499.40K), CWM LLC ($397.93K), Professional Financial Advisors LLC ($240.02K), Wealthcare Advisory Partners LLC ($214.36K), Jane Street Group LLC ($173.00K), and WJ Interests LLC ($100.79K).

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

Institutional investors have bought a total of 2,402,182 shares in the last 24 months. This purchase volume represents approximately $85.10M 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: WJ Interests LLC ($47.40K), Accurate Wealth Management LLC ($41.49K), Resources Investment Advisors LLC. ($38.56K), Jane Street Group LLC ($21.84K), RHS Financial LLC ($15.79K), IHT Wealth Management LLC ($14.48K), 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 190,169 shares in the last 24 months. This volume of shares sold represents approximately $6.90M in transactions.



This page (NYSEARCA:NTSI) was last updated on 5/1/2025 by MarketBeat.com Staff
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