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 106 institutions that hold shares in the stock, with a total of 3.02 Million shares, which have been reported (via 13F filing form) to have a value of $79.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
27,477
shares
|
$724,293
0.05% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
23,594
shares
|
$621,937
0.04% of portfolio
|
Q2 2025
Added 79.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
22,151
shares
|
$583,900
0.0% of portfolio
|
Q2 2025
Added 17.08%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
21,571
shares
|
$568,611
0.02% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
21,550
shares
|
$568,058
0.0% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
19,222
shares
|
$506,691
0.0% of portfolio
|
Q4 2024
Reduced 58.79%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
18,255
shares
|
$481,201
0.0% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
18,208
shares
|
$479,962
0.0% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
17,238
shares
|
$454,393
0.08% of portfolio
|
Q2 2025
Reduced 87.88%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
15,895
shares
|
$418,992
0.2% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
15,796
shares
|
$416,382
0.14% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
15,242
shares
|
$401,779
0.01% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
15,208
shares
|
$400,882
0.02% of portfolio
|
Q2 2025
Reduced 57.15%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
15,175
shares
|
$400,013
0.02% of portfolio
|
Q2 2025
Added 37.95%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
14,806
shares
|
$390,286
0.01% of portfolio
|
Q2 2025
Added 20.32%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
13,188
shares
|
$347,635
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
12,934
shares
|
$340,940
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,668
shares
|
$333,928
0.0% of portfolio
|
Q2 2025
Added 14.91%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
12,489
shares
|
$329,210
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
12,433
shares
|
$327,733
0.01% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
12,085
shares
|
$318,560
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
11,685
shares
|
$308,016
0.0% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
10,356
shares
|
$272,984
0.02% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
10,336
shares
|
$272,456
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
9,459
shares
|
$249,339
0.05% of portfolio
|
Q2 2024
Added 17.59%
|