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WisdomTree International Efficient Core Fund (NTSI) Institutional Ownership

$40.97 -0.05 (-0.12%)
As of 07/3/2025 05:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$34.46M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$6.59M
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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
5/19/2025Jane Street Group LLC40,108$1.52M0.0%-59.9%0.411%
5/16/2025NewEdge Advisors LLC8,811$335K0.0%-13.7%0.090%
5/16/2025AQR Capital Management LLC59,116$2.25M0.0%+12.4%0.606%
5/14/2025Kestra Advisory Services LLC23,969$910K0.0%+61.7%0.246%
5/7/2025LPL Financial LLC49,562$1.88M0.0%+21.1%0.508%
5/6/2025SYM FINANCIAL Corp2,382,158$90.47M11.1%+0.6%24.432%
5/5/2025Kestra Private Wealth Services LLC5,707$217K0.0%-12.4%0.059%
5/1/2025CWM LLC739,087$28.07M0.1%+2.5%7.580%
4/29/2025OneDigital Investment Advisors LLC524,632$19.93M0.2%+6.0%5.381%
4/23/2025Leading Edge Financial Planning LLC23,192$882K0.3%+1.4%0.238%
4/23/2025Professional Financial Advisors LLC237,535$9.02M2.3%+8.1%2.436%
4/21/2025WJ Interests LLC747,918$28.41M13.2%+5.5%7.671%
4/18/2025Halbert Hargrove Global Advisors LLC3,141,165$119.30M6.7%+0.5%32.217%
4/16/2025Wealth Enhancement Advisory Services LLC9,029$343K0.0%-20.4%0.093%
4/15/2025Accurate Wealth Management LLC8,034$292K0.1%-83.0%0.082%
4/15/2025Wealthcare Advisory Partners LLC283,209$10.76M0.3%+1.3%2.905%
4/14/2025Farther Finance Advisors LLC703$27K0.0%N/A0.007%
4/10/2025Fermata Advisors LLC36,110$1.37M0.2%+2.1%0.370%
3/17/2025Wealth 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%
2/14/2025OneDigital 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%
2/5/2025Halbert Hargrove Global Advisors LLC3,125,795$109.81M6.1%+3.1%35.320%
1/24/2025Leading 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%
1/15/2025Wealthcare Advisory Partners LLC279,579$9.82M0.3%+15.3%3.159%
1/15/2025Morton Capital Management LLC CA13,618$478K0.1%-19.0%0.154%
1/15/2025Fermata Advisors LLC35,370$1.24M0.2%-4.8%0.400%
1/14/2025Accurate Wealth Management LLC47,179$1.63M0.3%-4.7%0.533%
1/14/2025Professional 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%
10/18/2024Accurate Wealth Management LLC49,521$1.87M0.4%+61.9%0.560%
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10/16/2024Halbert Hargrove Global Advisors LLC3,032,083$118.96M6.5%+1.3%34.261%
10/10/2024Professional Financial Advisors LLC211,247$8.29M2.1%-1.0%2.387%
10/9/2024Fermata Advisors LLC37,167$1.46M0.3%+6.6%0.420%
10/9/2024Morton 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%
7/18/2024Professional Financial Advisors LLC213,443$7.77M2.1%-0.1%2.412%
7/16/2024WJ Interests LLC732,073$26.65M13.3%+4.1%8.272%
7/13/2024Fermata 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%
4/25/2024Professional Financial Advisors LLC213,736$7.92M2.3%+52.3%2.443%
4/15/2024Wealthcare Advisory Partners LLC223,252$8.27M0.3%+125.7%2.551%
4/12/2024Fermata Advisors LLC34,537$1.28M0.3%+2.6%0.395%
4/10/2024WJ Interests LLC703,275$26.06M13.8%+3.7%9.504%
2/6/2024Wealthcare 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%
1/19/2024Fermata Advisors LLC33,657$1.20M0.3%+4.8%0.455%
1/18/2024Professional Financial Advisors LLC140,326$5.01M1.7%+11.0%1.896%
1/17/2024WJ Interests LLC678,306$24.23M15.3%+0.8%9.166%
11/7/2023Fermata Advisors LLC32,114$1.03M0.3%+6.2%0.434%
10/27/2023SYM FINANCIAL Corp2,057,702$65.72M11.7%+2.8%27.807%
10/25/2023Professional 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%
10/12/2023Wealthcare 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%
7/24/2023Fermata 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%
7/17/2023Wealthcare Advisory Partners LLC89,118$3.07M0.1%+14.4%1.246%
7/12/2023Professional 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%
5/4/2023Wealthcare 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%
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4/13/2023WJ Interests LLC694,754$24.08M16.7%+22.5%10.369%
4/13/2023Fermata 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%
2/13/2023Wealthcare 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%
(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, 23 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 ($90.47M), WJ Interests LLC ($28.41M), CWM LLC ($28.07M), OneDigital Investment Advisors LLC ($19.93M), Wealthcare Advisory Partners LLC ($10.76M), and Professional Financial Advisors LLC ($9.02M).Learn more on WisdomTree International Efficient Core Fund's institutional investors.

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

Of the 21 institutional investors that purchased WisdomTree International Efficient Core Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SYM FINANCIAL Corp ($544.43K), Halbert Hargrove Global Advisors LLC ($499.40K), CWM LLC ($376.68K), Professional Financial Advisors LLC ($240.02K), Wealthcare Advisory Partners LLC ($185.98K), 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 937,977 shares in the last 24 months. This purchase volume represents approximately $34.46M in transactions.

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

Of the 11 institutional investors that sold WisdomTree International Efficient Core Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($81.73K), Accurate Wealth Management LLC ($41.49K), WJ Interests LLC ($22.97K), IHT Wealth Management LLC ($14.48K), Morton Capital Management LLC CA ($3.20K), Professional Financial Advisors LLC ($2.49K), and Wealth Enhancement Advisory Services LLC ($2.31K).

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

Institutional investors have sold a total of 173,489 shares in the last 24 months. This volume of shares sold represents approximately $6.59M in transactions.



This page (NYSEARCA:NTSI) was last updated on 7/5/2025 by MarketBeat.com Staff
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