WisdomTree International Efficient Core Fund (NTSI) Institutional Ownership

$35.71
+0.31 (+0.88%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$47.15M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.70M
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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
4/25/2024Professional 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%
2/1/2024 CWM 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%
1/18/2024Professional 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%
10/25/2023Professional 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%
10/11/2023 CWM 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%
8/3/2023 CWM 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%
7/12/2023Professional 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%
5/4/2023 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%
5/1/2023 CWM 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%
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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%
2/1/2023 CWM 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%
11/8/2022Resources Investment Advisors LLC.86,913$2.36M0.1%N/A1.869%
10/31/2022Avion Wealth8,437$229K0.1%N/A0.181%
10/24/2022 Halbert Hargrove Global Advisors LLC1,545,393$41.99M3.2%+6.7%33.234%
10/21/2022 RHS Financial LLC27,035$735K0.7%-16.2%0.581%
10/20/2022 WJ Interests LLC547,717$14.88M13.3%+85.3%11.779%
8/9/2022 Fermata Advisors LLC60,207$1.86M0.6%+2.1%2.457%
8/5/2022 Halbert 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%
7/15/2022 RHS Financial LLC32,277$999K0.8%N/A1.317%
5/13/2022 Halbert 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%
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, 15 institutional investors and hedge funds held shares of WisdomTree International Efficient Core Fund. The most heavily invested institutionals were Halbert Hargrove Global Advisors LLC ($103.79M), SYM FINANCIAL Corp ($73.99M), WJ Interests LLC ($26.06M), CWM LLC ($18.93M), Resources Investment Advisors LLC. ($12.05M), Wealthcare Advisory Partners LLC ($8.27M), and Professional Financial Advisors LLC ($7.92M).Learn more on NTSI's institutional investors.

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

Of the 14 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 ($2.07M), Halbert Hargrove Global Advisors LLC ($1.46M), CWM LLC ($529.92K), WJ Interests LLC ($432.18K), Resources Investment Advisors LLC. ($389.49K), Wealthcare Advisory Partners LLC ($223.25K), and Professional Financial Advisors LLC ($213.74K).

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

Institutional investors have bought a total of 5,584,459 shares in the last 24 months. This purchase volume represents approximately $178.71M in transactions.

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

The following institutional investors have sold WisdomTree International Efficient Core Fund stock in the last 24 months: Halbert Hargrove Global Advisors LLC ($143.20K), OLD Mission Capital LLC ($130.20K), Resources Investment Advisors LLC. ($38.56K), Fermata Advisors LLC ($38.35K), WJ Interests LLC ($24.43K), RHS Financial LLC ($22.13K), and Empirical Finance LLC ($3.08K).

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

Institutional investors have sold a total of 399,946 shares in the last 24 months. This volume of shares sold represents approximately $13.48M in transactions.


This page (NYSEARCA:NTSI) was last updated on 4/27/2024 by MarketBeat.com Staff

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