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 105 institutions that hold shares in the stock, with a total of 2.96 Million shares, which have been reported (via 13F filing form) to have a value of $75.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
397,803
shares
|
$10.2 Million
0.0% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
286,969
shares
|
$7.33 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
223,022
shares
|
$5.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.37%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
140,036
shares
|
$3.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
130,937
shares
|
$3.34 Million
0.0% of portfolio
|
Q2 2025
Added 30.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
129,017
shares
|
$3.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
124,575
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
102,188
shares
|
$2.61 Million
0.05% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
101,560
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
74,896
shares
|
$1.91 Million
1.23% of portfolio
|
Q4 2024
Added 22.59%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
71,214
shares
|
$1.82 Million
0.12% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
65,142
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Orca Investment Management, LLC
|
Jul 25, 2025 Q2 2025 |
64,113
shares
|
$1.64 Million
1.45% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
62,565
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 383.58%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
55,741
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
54,152
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Added 24.93%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
53,221
shares
|
$1.36 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
45,957
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
43,217
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
42,994
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
42,754
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
39,402
shares
|
$1.01 Million
0.08% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
38,018
shares
|
$970,599
0.11% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
29,623
shares
|
$756,275
0.19% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
27,477
shares
|
$701,487
0.05% of portfolio
|
Q2 2025
Reduced 1.8%
|