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 110 institutions that hold shares in the stock, with a total of 3.1 Million shares, which have been reported (via 13F filing form) to have a value of $92.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
9,565
shares
|
$286,280
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
9,459
shares
|
$283,107
0.05% of portfolio
|
Q2 2024
Added 17.59%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
9,438
shares
|
$282,479
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
9,358
shares
|
$280,084
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
9,202
shares
|
$275,415
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
9,125
shares
|
$273,111
0.01% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
9,116
shares
|
$272,841
0.2% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,980
shares
|
$268,771
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
8,524
shares
|
$255,123
0.06% of portfolio
|
Q3 2025
Reduced 50.55%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
8,453
shares
|
$252,998
0.07% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
7,110
shares
|
$212,802
0.02% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
6,790
shares
|
$203,224
0.01% of portfolio
|
Q3 2025
Added 21.47%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,229
shares
|
$186,433
0.0% of portfolio
|
Q2 2025
Added 18.85%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,187
shares
|
$155,246
0.0% of portfolio
|
Q2 2025
Added 289.12%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,590
shares
|
$137,378
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,089
shares
|
$122,383
0.0% of portfolio
|
Q1 2025
Added 23.2%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$119,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
3,823
shares
|
$114,422
0.05% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,984
shares
|
$89,311
0.0% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,500
shares
|
$74,825
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
2,000
shares
|
$59,860
0.0% of portfolio
|
Q2 2024
Reduced 45.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,000
shares
|
$59,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
1,985
shares
|
$59,411
0.03% of portfolio
|
Q3 2025
Added 1527.05%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,900
shares
|
$56,867
0.0% of portfolio
|
Q2 2025
Added 33.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,824
shares
|
$54,592
0.0% of portfolio
|
Q3 2025
Added 1.33%
|