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 |
|---|---|---|---|---|---|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
23,362
shares
|
$497,610
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
22,976
shares
|
$489,388
0.03% of portfolio
|
Q3 2024
Added 46.23%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
21,030
shares
|
$447,939
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
20,917
shares
|
$445,532
0.0% of portfolio
|
Q2 2024
Reduced 35.05%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
20,502
shares
|
$436,692
0.12% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
20,267
shares
|
$431,687
0.11% of portfolio
|
Q3 2024
Added 28.52%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
18,014
shares
|
$383,698
0.0% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Aug 06, 2024 Q2 2024 |
17,212
shares
|
$366,615
0.22% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
15,663
shares
|
$333,621
0.11% of portfolio
|
Q3 2024
Reduced 32.78%
|
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
14,619
shares
|
$311,384
0.01% of portfolio
|
Q2 2024
Added 27.23%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
14,312
shares
|
$304,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
13,188
shares
|
$280,904
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
13,124
shares
|
$279,541
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
12,883
shares
|
$274,407
0.1% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
11,540
shares
|
$245,802
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
11,378
shares
|
$242,351
0.02% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
11,300
shares
|
$240,690
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
11,065
shares
|
$235,684
0.02% of portfolio
|
Q3 2024
Reduced 19.64%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
10,942
shares
|
$233,064
0.05% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10,533
shares
|
$224,352
0.01% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
9,633
shares
|
$205,182
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
9,459
shares
|
$201,476
0.04% of portfolio
|
Q2 2024
Added 17.59%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
9,375
shares
|
$199,687
0.01% of portfolio
|
Q4 2023
Added 6.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
8,661
shares
|
$184,479
0.0% of portfolio
|
Q2 2024
Added 61.1%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
6,306
shares
|
$134,317
0.02% of portfolio
|
Q1 2024
Added 2.92%
|