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Get Institutions for : 
Wisdomtree International Efficient Core Fund (NTSI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    1
Total shares held : 
7,166,161  
% of shares held : 
20.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  13  
Amount of shares held : 
411,103  
% of shares held change : 
  1.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 70,392
 0.98%
 
Increased Positions :
13
 404,965
 5.65%
 
Unchanged Positions :
3
 14,708
 0.21%
 
Decreased Positions :
1
-40,964
-0.57%
 
Closed Positions :
4
-23,290
-0.32%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   HALBERT, HARGROVE/RUSSELL LLC 7 - 2024-03-31 2,947,992 $109,253,000 42,640
   SYM FINANCIAL CORPORATION 2 - 2024-03-31 2,107,650 $78,110,000 36,566
   WJ Interests LLC 3 - 2024-03-31 703,275 $26,063,000 24,969
   CWM LLC 190 - 2024-03-31 572,568 $21,219,000 42,644
   Resources Investment Advisors Inc. 82 - 2024-03-31 445,950 $16,527,000 3,884
   Wealthcare Advisory Partners LLC 67 - 2024-03-31 223,252 $8,274,000 124,329
   Professional Financial Advisors LLC 7 - 2024-03-31 213,736 $7,921,000 73,410
   JANE STREET GROUP LLC 1365 - 2024-03-31 121,927 $4,519,000 96,293
   LPL FINANCIAL CORP 2114 - 2024-03-31 85,916 $3,184,000 8,883
   AQR CAPITAL MANAGEMENT LLC 1472 - 2024-03-31 46,845 $1,736,000 10,090
   Fermata Advisors LLC 65 - 2024-03-31 34,537 $1,280,000 880
   COMMONWEALTH EQUITY SERVICES LLC. 2192 - 2024-03-31 28,112 $1,042,000 1,099
   Leading Edge Financial Planning LLC 25 - 2024-03-31 24,310 $901,000 15,679
   IHT Wealth Management LLC 521 - 2024-03-31 19,436 $720,000 -2,802
   CITADEL ADVISORS LLC 3482 - 2024-03-31 17,330 $642,000 -20,082
   OLD MISSION CAPITAL LLC 502 - 2024-03-31 17,285 $641,000 17,285
   Advisor Group Holdings Inc. 2877 - 2024-03-31 14,125 $523,000 269
   Efficient Wealth Management LLC 57 - 2024-03-31 8,437 $313,000 0
   BANK OF MONTREAL /CAN/ 2465 *New 2024-03-31 7,190 $267,000 7,190
   Empirical Finance LLC 504 - 2024-03-31 6,271 $232,000 0
   CARDIFF PARK ADVISORS LLC 285 - 2024-03-31 2,825 $105,000 58
   MORGAN STANLEY 6286 - 2024-03-31 484 $18,000 483
   Nelson Van Denburg & Campbell Wealth Management Gr 1759 *New 2024-03-31 351 $13,000 351
   JJJ Advisors Inc. 988 *New 2024-03-31 28 $1,000 28
   PROEQUITIES INC. 4713 - 2024-03-31 0 $0 0
   UBS Group AG 8427 *Closed 2024-03-31 0 $0 -475

  26 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results