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WisdomTree International Efficient Core Fund (NTSI) Institutional Ownership

$47.29 0.00 (0.00%)
Closing price 06/12/2026 04:10 PM Eastern
Extended Trading
$47.24 -0.05 (-0.12%)
As of 06/12/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for WisdomTree International Efficient Core Fund (NYSEARCA:NTSI)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$74.27M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$9.72M
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NTSI Institutional Buying and Selling by Quarter

WisdomTree International Efficient Core Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 NewEdge Advisors LLC5,556$245K0.0%+11.5%0.052%
5/19/2026 NewEdge Advisors LLC5,556$245K0.0%+11.5%0.052%
5/6/2026 SteelPeak Wealth LLC6,220$274K0.0%N/A0.059%
5/1/2026 46 Peaks LLC281,364$12.38M9.0%+2.3%2.654%
4/30/2026 Kestra Advisory Services LLC26,348$1.16M0.0%+1.9%0.249%
4/21/2026 WJ Interests LLC686,660$30.22M11.6%+3.7%6.478%
4/17/2026 Halbert Hargrove Global Advisors LLC3,120,693$137.34M6.6%+0.0%29.441%
3/4/2026 Stenger Family Office LLC950,297$41.90M8.7%+10.4%9.050%
2/26/2026 46 Peaks LLC275,151$12.13M8.9%N/A2.620%
2/18/2026 NewEdge Advisors LLC4,984$220K0.0%+5.1%0.047%
2/18/2026 IHT Wealth Management LLC14,259$675K0.0%N/A0.136%
2/17/2026 AQR Capital Management LLC64,529$2.85M0.0%+15.5%0.615%
2/17/2026 Osaic Holdings Inc.19,571$863K0.0%+214.3%0.186%
2/17/2026 Royal Bank of Canada1,037$46K0.0%N/A0.010%
2/16/2026 Mariner LLC7,907$349K0.0%N/A0.075%
2/13/2026 Kestra Advisory Services LLC25,861$1.14M0.0%+1.0%0.246%
2/12/2026 Commonwealth Equity Services LLC19,309$851K0.0%-3.9%0.184%
2/11/2026 LPL Financial LLC121,055$5.34M0.0%-39.4%1.153%
2/10/2026 Northwestern Mutual Wealth Management Co.1,509$67K0.0%+140.3%0.014%
2/5/2026 WealthPlan Investment Management LLC19,019$839K0.1%N/A0.181%
2/5/2026 Northwestern Mutual Wealth Management Co.46,473$2.05M0.0%+7,300.2%0.443%
1/26/2026 CWM LLC890,387$39.26M0.1%+1.9%8.645%
1/26/2026 WJ Interests LLC662,297$29.20M12.6%-5.7%6.430%
1/23/2026 Halbert Hargrove Global Advisors LLC3,119,691$137.55M6.5%-0.1%30.288%
1/21/2026 Leading Edge Financial Planning LLC23,251$1.03M0.2%+2.0%0.226%
1/15/2026 Professional Financial Advisors LLC271,558$11.97M2.4%+2.4%2.636%
1/14/2026 Wealthcare Advisory Partners LLC296,301$13.06M0.3%+2.6%2.877%
1/14/2026 Accurate Wealth Management LLC5,523$250K0.0%-8.0%0.054%
1/8/2026 Fermata Advisors LLC55,063$2.43M0.6%+10.8%0.542%
1/1/2026 JPMorgan Chase & Co.12,699$543K0.0%N/A0.125%
11/17/2025 NewEdge Advisors LLC4,740$203K0.0%-28.9%0.047%
11/17/2025 Northwestern Mutual Wealth Management Co.628$27K0.0%N/A0.006%
11/12/2025 Leading Edge Financial Planning LLC22,796$975K0.2%-6.5%0.225%
11/10/2025 OneDigital Investment Advisors LLC482,339$20.62M0.2%-7.9%4.752%
11/7/2025 Wealthcare Advisory Partners LLC288,730$12.34M0.3%+2.4%2.845%
11/7/2025 JPMorgan Chase & Co.12,699$543K0.0%N/A0.125%
11/3/2025 SYM FINANCIAL Corp2,430,454$103.90M11.1%+1.7%23.945%
10/29/2025 Stenger Family Office LLC860,443$36.78M6.8%+8.1%8.477%
10/28/2025 Professional Financial Advisors LLC265,160$11.34M2.4%+5.6%2.612%
10/20/2025 Accurate Wealth Management LLC6,001$259K0.0%-4.2%0.059%
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10/20/2025 WJ Interests LLC702,092$30.01M12.1%-3.6%6.917%
10/16/2025 Halbert Hargrove Global Advisors LLC3,123,131$133.51M6.5%-0.8%30.770%
10/15/2025 CWM LLC873,984$37.36M0.1%+12.5%8.611%
10/9/2025 Fermata Advisors LLC49,711$2.13M0.5%+8.8%0.490%
8/27/2025 Barnes Wealth Management Group Inc5,146$211K0.1%N/A0.051%
8/14/2025 Jane Street Group LLC117,405$4.81M0.0%+192.7%1.162%
8/14/2025 NewEdge Advisors LLC6,667$273K0.0%-24.3%0.066%
8/13/2025 Stenger Family Office LLC795,769$32.62M7.4%N/A7.879%
8/1/2025 SYM FINANCIAL Corp2,388,724$97.91M11.0%+0.3%24.007%
7/25/2025 CWM LLC776,545$31.83M0.1%+5.1%7.804%
7/22/2025 Wealthcare Advisory Partners LLC281,979$11.56M0.3%-0.4%2.834%
7/17/2025 Halbert Hargrove Global Advisors LLC3,147,199$129.00M6.7%+0.2%31.630%
7/16/2025 Leading Edge Financial Planning LLC24,380$997K0.3%+5.1%0.245%
7/15/2025 Accurate Wealth Management LLC6,265$257K0.0%-22.0%0.063%
7/10/2025 Professional Financial Advisors LLC251,005$10.29M2.4%+5.7%2.523%
7/9/2025 Fermata Advisors LLC45,681$1.87M0.5%+26.5%0.459%
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%
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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%
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%


NTSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 institutional investors and hedge funds held shares of WisdomTree International Efficient Core Fund. The most heavily invested institutionals were Halbert Hargrove Global Advisors LLC ($137.34M), SYM FINANCIAL Corp ($103.90M), Stenger Family Office LLC ($41.90M), CWM LLC ($39.26M), WJ Interests LLC ($30.22M), OneDigital Investment Advisors LLC ($20.62M), and Wealthcare Advisory Partners LLC ($13.06M).Learn more on WisdomTree International Efficient Core Fund's institutional investors.

Of the 30 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: Stenger Family Office LLC ($950.30K), SYM FINANCIAL Corp ($322.80K), 46 Peaks LLC ($281.36K), CWM LLC ($276.13K), Halbert Hargrove Global Advisors LLC ($155.74K), Jane Street Group LLC ($154.00K), and WJ Interests LLC ($92.21K).

Institutional investors have bought a total of 1,759,370 shares in the last 24 months. This purchase volume represents approximately $74.27M in transactions.

Of the 9 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: LPL Financial LLC ($78.72K), WJ Interests LLC ($65.78K), OneDigital Investment Advisors LLC ($41.55K), Halbert Hargrove Global Advisors LLC ($27.51K), NewEdge Advisors LLC ($4.07K), Accurate Wealth Management LLC ($2.51K), and Leading Edge Financial Planning LLC ($1.58K).

Institutional investors have sold a total of 223,738 shares in the last 24 months. This volume of shares sold represents approximately $9.72M in transactions.


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This page (NYSEARCA:NTSI) was last updated on 6/15/2026 by MarketBeat.com Staff.
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