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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
1,050
shares
|
$27,678
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$26,360
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$26,360
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
810
shares
|
$21,351
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
650
shares
|
$17,134
0.0% of portfolio
|
Q4 2023
Reduced 0.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
625
shares
|
$16,475
0.0% of portfolio
|
Q1 2025
Reduced 73.88%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
602
shares
|
$15,868
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
575
shares
|
$15,157
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
400
shares
|
$10,544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
315
shares
|
$8,303
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
300
shares
|
$7,908
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
275
shares
|
$7,249
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
270
shares
|
$7,117
0.01% of portfolio
|
Q2 2025
Reduced 94.18%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
270
shares
|
$7,117
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
250
shares
|
$6,590
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
239
shares
|
$6,300
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
190
shares
|
$5,008
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
177
shares
|
$4,665
0.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
145
shares
|
$3,822
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
136
shares
|
$3,584
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
122
shares
|
$3,215
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
112
shares
|
$2,952
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
105
shares
|
$2,767
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
100
shares
|
$2,636
0.0% of portfolio
|
Q3 2023
Reduced 41.18%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
63
shares
|
$1,660
0.0% of portfolio
|
Q4 2024
New holding
|