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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
9,358
shares
|
$246,676
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
9,202
shares
|
$242,564
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
9,125
shares
|
$240,535
0.01% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
9,116
shares
|
$240,297
0.2% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,980
shares
|
$236,712
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
8,641
shares
|
$227,776
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
7,110
shares
|
$187,419
0.02% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,229
shares
|
$164,196
0.0% of portfolio
|
Q2 2025
Added 18.85%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,590
shares
|
$147,352
0.01% of portfolio
|
Q2 2025
Reduced 41.59%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,187
shares
|
$136,729
0.0% of portfolio
|
Q2 2025
Added 289.12%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,590
shares
|
$120,992
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,089
shares
|
$107,786
0.0% of portfolio
|
Q1 2025
Added 23.2%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$105,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
3,823
shares
|
$100,774
0.05% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,984
shares
|
$78,658
0.0% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2,500
shares
|
$65,900
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
2,000
shares
|
$52,720
0.0% of portfolio
|
Q2 2024
Reduced 45.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,000
shares
|
$52,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,900
shares
|
$50,084
0.0% of portfolio
|
Q2 2025
Added 33.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,800
shares
|
$47,448
0.0% of portfolio
|
Q1 2025
Added 3172.73%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,778
shares
|
$46,868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,672
shares
|
$44,073
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,555
shares
|
$40,989
0.0% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,071
shares
|
$28,231
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,071
shares
|
$28,231
0.01% of portfolio
|
Q4 2023
New holding
|