NTSI Institutional Ownership
WisdomTree International Efficient Core Fund
1W: -1.7%
1M: -4.1%
3M: -3.1%
YTD: +3.3%
1Y: +6.2%
3Y: +52.7%
5Y: +25.6%
$45.95
+0.43 (+0.94%)
Weekly Expected Move ±2.1%
$44
$45
$46
$47
$48
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — NTSI
44
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
376M
Total Invested
6
New Positions
14
Increased
18
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (48 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,134,042 | $144M | +13,349 | +0.4% | 19Q | SEC ↗ |
| 2 | SYM FINANCIAL Corp | 2,462,956 | $113M | +21,654 | +0.9% | 15Q | SEC ↗ |
| 3 | CWM, LLC | 906,989 | $42M | +16,602 | +1.9% | 14Q | SEC ↗ |
| 4 | OneDigital Investment Advisors LLC | 505,034 | $23M | -684 | -0.1% | 16Q | SEC ↗ |
| 5 | Wealthcare Advisory Partners LLC | 309,093 | $14M | +11,654 | +3.9% | 15Q | SEC ↗ |
| 6 | WJ Interests, LLC | 307,311 | $14M | -379,349 | -55.2% | 17Q | SEC ↗ |
| 7 | 46 Peaks LLC | 275,260 | $13M | -6,104 | -2.2% | 3Q | SEC ↗ |
| 8 | Professional Financial Advisors, LLC | 258,504 | $12M | +20,721 | +8.7% | 13Q | SEC ↗ |
| 9 | MATHER GROUP, LLC. | 193,379 | $9M | +123,270 | +175.8% | 2Q | SEC ↗ |
| 10 | LPL Financial LLC | 80,359 | $4M | +8,490 | +11.8% | 14Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 77,473 | $4M | +13,254 | +20.6% | 4Q | SEC ↗ |
| 12 | JANE STREET GROUP, LLC | 68,347 | $3M | -48,994 | -41.8% | 2Q | SEC ↗ |
| 13 | AQR CAPITAL MANAGEMENT LLC | 67,887 | $3M | +5,992 | +9.7% | 11Q | SEC ↗ |
| 14 | REGIONS FINANCIAL CORP NEW | 51,958 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Fermata Advisors, LLC | 51,793 | $2M | -1,443 | -2.7% | 20Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 33,639 | $2M | +3,939 | +13.3% | 15Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC NEW | 29,598 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Leading Edge Financial Planning LLC | 27,194 | $1M | +2,896 | +11.9% | 11Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 25,709 | $1M | -639 | -2.4% | 7Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 22,990 | $1M | -5,823 | -20.2% | 2Q | SEC ↗ |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 18,732 | $861K | -149 | -0.8% | 17Q | SEC ↗ |
| 22 | WealthPlan Investment Management, LLC | 15,584 | $716K | -4,396 | -22.0% | 3Q | SEC ↗ |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,614 | $580K | -111,350 | -89.8% | 3Q | SEC ↗ |
| 24 | Avion Wealth | 8,437 | $388K | — | +0.0% | 16Q | SEC ↗ |
| 25 | SteelPeak Wealth, LLC | 6,638 | $305K | +418 | +6.7% | 2Q | SEC ↗ |
| 26 | Alvarez & Marsal Private Wealth Partne NEW | 5,163 | $237K | — | +0.0% | 1Q | SEC ↗ |
| 27 | NewEdge Advisors, LLC | 4,879 | $224K | -677 | -12.2% | 7Q | SEC ↗ |
| 28 | Inspire Advisors, LLC | 4,643 | $213K | -128 | -2.7% | 2Q | SEC ↗ |
| 29 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 3,099 | $142K | +1,740 | +128.0% | 4Q | SEC ↗ |
| 30 | Integrated Wealth Concepts LLC NEW | 2,143 | $98K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Triumph Capital Management | 1,810 | $83K | +134 | +8.0% | 2Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA | 1,037 | $48K | — | +0.0% | 3Q | SEC ↗ |
| 33 | MORGAN STANLEY | 981 | $45K | -162 | -14.2% | 11Q | SEC ↗ |
| 34 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 316 | $15K | — | +0.0% | 5Q | SEC ↗ |
| 35 | HANTZ FINANCIAL SERVICES, INC. | 160 | $7K | — | +0.0% | 3Q | SEC ↗ |
| 36 | Larson Financial Group LLC | 71 | $3K | — | +0.0% | 2Q | SEC ↗ |
| 37 | Allworth Financial LP NEW | 61 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Farther Finance Advisors, LLC | 50 | $2K | -106 | -67.9% | 6Q | SEC ↗ |
| 39 | FIDUCIARY FINANCIAL ADVISORS NEW | 40 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 40 | FMR LLC | 26 | $1K | +23 | +766.7% | 2Q | SEC ↗ |
| 41 | Strategic Wealth Partners, Ltd. | 1 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 42 | IHT Wealth Management, LLC | 0 | $0K | -14,327 | -100.0% | 2Q | SEC ↗ |
| 43 | Stenger Family Office, LLC | 0 | $0K | -950,297 | -100.0% | 3Q | SEC ↗ |
| 44 | Accurate Wealth Management, LLC | 0 | $0K | -4,599 | -100.0% | 8Q | SEC ↗ |
| 45 | Barnes Wealth Management Group, Inc | 0 | $0K | -5,160 | -100.0% | 3Q | SEC ↗ |
| 46 | Mariner, LLC | 0 | $0K | -7,907 | -100.0% | 1Q | SEC ↗ |
| 47 | Essential Partners LLC | 0 | $0K | -28 | -100.0% | 4Q | SEC ↗ |
| 48 | CARDIFF PARK ADVISORS, LLC | 0 | $0K | -2,860 | -100.0% | 10Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| REGIONS FINANCIAL CORP | 51,958 | $2M |
| CITADEL ADVISORS LLC | 29,598 | $1M |
| Alvarez & Marsal Private Wealth Par | 5,163 | $237K |
| Integrated Wealth Concepts LLC | 2,143 | $98K |
| Allworth Financial LP | 61 | $3K |
| FIDUCIARY FINANCIAL ADVISORS | 40 | $2K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Stenger Family Office, LLC | 950,297 | $44M |
| IHT Wealth Management, LLC | 14,327 | $658K |
| Mariner, LLC | 7,907 | $363K |
| Barnes Wealth Management Group, Inc | 5,160 | $237K |
| Accurate Wealth Management, LLC | 4,599 | $211K |
| CARDIFF PARK ADVISORS, LLC | 2,860 | $131K |
| Essential Partners LLC | 28 | $1K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MATHER GROUP, LLC. | +123,270 | +175.8% | 193,379 |
| SYM FINANCIAL Corp | +21,654 | +0.9% | 2,462,956 |
| Professional Financial Advisors, LL | +20,721 | +8.7% | 258,504 |
| CWM, LLC | +16,602 | +1.9% | 906,989 |
| HALBERT HARGROVE GLOBAL ADVISORS, L | +13,349 | +0.4% | 3,134,042 |
| JPMORGAN CHASE & CO | +13,254 | +20.6% | 77,473 |
| Wealthcare Advisory Partners LLC | +11,654 | +3.9% | 309,093 |
| LPL Financial LLC | +8,490 | +11.8% | 80,359 |
| AQR CAPITAL MANAGEMENT LLC | +5,992 | +9.7% | 67,887 |
| OSAIC HOLDINGS, INC. | +3,939 | +13.3% | 33,639 |
| Leading Edge Financial Planning LLC | +2,896 | +11.9% | 27,194 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +1,740 | +128.0% | 3,099 |
| SteelPeak Wealth, LLC | +418 | +6.7% | 6,638 |
| Triumph Capital Management | +134 | +8.0% | 1,810 |
| FMR LLC | +23 | +766.7% | 26 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WJ Interests, LLC | -379,349 | -55.2% | 307,311 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -111,350 | -89.8% | 12,614 |
| JANE STREET GROUP, LLC | -48,994 | -41.8% | 68,347 |
| 46 Peaks LLC | -6,104 | -2.2% | 275,260 |
| GOLDMAN SACHS GROUP INC | -5,823 | -20.2% | 22,990 |
| WealthPlan Investment Management, L | -4,396 | -22.0% | 15,584 |
| Fermata Advisors, LLC | -1,443 | -2.7% | 51,793 |
| OneDigital Investment Advisors LLC | -684 | -0.1% | 505,034 |
| NewEdge Advisors, LLC | -677 | -12.2% | 4,879 |
| Kestra Advisory Services, LLC | -639 | -2.4% | 25,709 |
| MORGAN STANLEY | -162 | -14.2% | 981 |
| COMMONWEALTH EQUITY SERVICES, LLC | -149 | -0.8% | 18,732 |
| Inspire Advisors, LLC | -128 | -2.7% | 4,643 |
| Farther Finance Advisors, LLC | -106 | -67.9% | 50 |