Institutional Ownership Wisdomtree Tr Artificial Intel (WTAI)
This table provides information about the institutional ownership of Wisdomtree Tr Artificial Intel (WTAI). We have compiled data on the 93 institutions that hold shares in the stock, with a total of 4.14 Million shares, which have been reported (via 13F filing form) to have a value of $88.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
755,851
shares
|
$16.1 Million
0.73% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
427,411
shares
|
$9.1 Million
0.05% of portfolio
|
Q2 2024
Reduced 36.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
381,799
shares
|
$8.13 Million
0.0% of portfolio
|
Q2 2024
Added 48.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
380,891
shares
|
$8.11 Million
0.0% of portfolio
|
Q2 2024
Added 32.26%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
336,657
shares
|
$7.17 Million
0.15% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
223,022
shares
|
$4.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
124,575
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
96,372
shares
|
$2.05 Million
0.05% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
96,307
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2024
Added 10.7%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
91,451
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
72,695
shares
|
$1.55 Million
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
71,937
shares
|
$1.53 Million
0.11% of portfolio
|
Q2 2024
Added 11.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
63,411
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
61,832
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2024
Added 249.08%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
61,095
shares
|
$1.3 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
61,005
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
Added 79.54%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
60,889
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
Added 207.26%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
57,067
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
53,370
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2024
Added 105.15%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
49,557
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
49,079
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Waddell & Associates, LLC
|
Aug 06, 2024 Q2 2024 |
48,353
shares
|
$1.03 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
41,333
shares
|
$880,392
0.0% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
34,756
shares
|
$740,302
0.0% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
23,797
shares
|
$506,876
0.0% of portfolio
|
Q2 2024
Reduced 29.52%
|