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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,590
shares
|
$97,767
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,021
shares
|
$85,647
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
3,295
shares
|
$70,183
0.0% of portfolio
|
Q2 2024
Added 17.26%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
2,983
shares
|
$63,537
0.0% of portfolio
|
Q2 2024
Added 138.45%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
2,500
shares
|
$53,250
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,390
shares
|
$50,907
0.0% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,328
shares
|
$49,586
0.01% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
2,137
shares
|
$45,518
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
2,000
shares
|
$42,600
0.0% of portfolio
|
Q2 2024
Reduced 45.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,913
shares
|
$40,746
0.0% of portfolio
|
Q2 2024
Added 218.83%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,672
shares
|
$35,613
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
1,578
shares
|
$33,611
0.0% of portfolio
|
Q2 2024
Added 193.85%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,228
shares
|
$26,156
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,222
shares
|
$26,028
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
1,153
shares
|
$24,558
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,071
shares
|
$22,812
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
1,050
shares
|
$22,365
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,000
shares
|
$21,300
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
965
shares
|
$20,554
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
660
shares
|
$14,058
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
650
shares
|
$13,845
0.0% of portfolio
|
Q4 2023
Reduced 0.76%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
638
shares
|
$13,589
0.0% of portfolio
|
Q2 2024
Reduced 14.93%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
575
shares
|
$12,247
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
400
shares
|
$8,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
314
shares
|
$6,688
0.0% of portfolio
|
Q2 2024
Added 46.73%
|