Wisdomtree International EffNTSIETF
13F holders, Q3 2024 (September 30)27holders +1
4new positions
2sold out
1famous investor
$39.22avg. 13F price*
At the end of Q3 2024, 27 institutions reported holding Wisdomtree International Eff (NTSI) in their 13F filings, up 1 from Q2 2024. 4 opened new positions and 2 sold out. The largest holders were Halbert Hargrove Global Advisors, LLC ($119.0M), SYM FINANCIAL Corp ($86.7M) and WJ Interests, LLC ($27.8M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree International Eff
- CUSIP
- 97717Y634
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.8M |
| Exits | 2 | $2.8M |
All 13F filers, Q2 2024 → Q3 2024: 242,815 shares bought and 173,693 shares sold, net +69,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Halbert Hargrove Global Advisors, LLC | 6.59% | Add +1.3% | 3,032,083 | $119.0M |
| SYM FINANCIAL Corp | 11.61% | Add +1.3% | 2,210,867 | $86.7M |
| WJ Interests, LLC | 12.27% | Reduce -3.1% | 709,108 | $27.8M |
| Cwm, LLC | 0.11% | Add +13.3% | 679,323 | $26.7M |
| OneDigital Investment Advisors LLC | 0.21% | Add +4.0% | 475,167 | $18.6M |
| Wealthcare Advisory Partners LLC | 0.27% | Add +3.5% | 242,553 | $9.5M |
| Professional Financial Advisors, LLC | 2.15% | Reduce -1.0% | 211,247 | $8.3M |
| AQR Capital Management | 0.00% | Reduce -4.1% | 57,245 | $2.2M |
| Accurate Wealth Management, LLC | 0.38% | Add +61.9% | 49,521 | $1.9M |
| Fermata Advisors, LLC | 0.30% | Add +6.6% | 37,167 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -57.6% | 34,824 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.8% | 28,293 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -48.4% | 23,295 | $914K |
| Leading Edge Financial Planning LLC | 0.30% | Reduce -3.5% | 22,467 | $881K |
| IHT Wealth Management, LLC | 0.02% | Add +5.0% | 23,257 | $857K |
| Goldman Sachs Group Inc. | 0.00% | New | 20,114 | $789K |
| Morton Capital Management LLC | 0.13% | New | 16,816 | $660K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.2% | 11,080 | $435K |
| Avion Wealth | 0.09% | No change | 8,437 | $331K |
| Empirical Finance, LLC | 0.01% | No change | 6,271 | $246K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 6,062 | $238K |
| JPMorgan Chase & Co. | 0.00% | New | 3,735 | $147K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 2,860 | $112K |
| Morgan Stanley | 0.00% | No change | 485 | $19K |
| Avior Wealth Management, LLC | 0.00% | Reduce -38.2% | 217 | $9K |
| Northwest Capital Management Inc | 0.00% | No change | 195 | $8K |
| FMR LLC | 0.00% | No change | 1 | $39 |
"% of holder's portfolio" is NTSI's weight in each manager's 13F, not the share of Wisdomtree International Eff the manager owns.