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 |
|---|---|---|---|---|---|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
300
shares
|
$6,390
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
300
shares
|
$6,390
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
275
shares
|
$5,857
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
270
shares
|
$5,751
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
250
shares
|
$5,325
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
176
shares
|
$3,748
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 14, 2024 Q2 2024 |
110
shares
|
$2,343
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
100
shares
|
$2,130
0.0% of portfolio
|
Q3 2023
Reduced 41.18%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
100
shares
|
$2,130
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
60
shares
|
$1,278
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
55
shares
|
$1,171
0.0% of portfolio
|
Q1 2024
Reduced 66.46%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 05, 2024 Q3 2024 |
30
shares
|
$639
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
2
shares
|
$42
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|