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 99 institutions that hold shares in the stock, with a total of 3.73 Million shares, which have been reported (via 13F filing form) to have a value of $85.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
784,659
shares
|
$18 Million
0.82% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
356,703
shares
|
$8.19 Million
0.0% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
307,050
shares
|
$7.05 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
306,882
shares
|
$7.04 Million
0.13% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
223,022
shares
|
$5.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.37%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
148,632
shares
|
$3.41 Million
0.02% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
124,575
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
118,014
shares
|
$2.71 Million
0.0% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
103,164
shares
|
$2.37 Million
0.0% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
99,191
shares
|
$2.28 Million
0.05% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
78,660
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Reduced 46.22%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
74,896
shares
|
$1.72 Million
1.23% of portfolio
|
Q4 2024
Added 22.59%
|
|
|
Orca Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
72,545
shares
|
$1.66 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
71,763
shares
|
$1.65 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
53,370
shares
|
$1.22 Million
0.15% of portfolio
|
Q3 2024
Added 105.15%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
53,171
shares
|
$1.22 Million
0.12% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
52,730
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
49,558
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
48,838
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
48,226
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
42,487
shares
|
$975,076
0.0% of portfolio
|
Q4 2024
Reduced 25.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
42,433
shares
|
$973,837
0.0% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
39,555
shares
|
$907,787
0.0% of portfolio
|
Q4 2024
Added 13.81%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
24,984
shares
|
$573,382
0.14% of portfolio
|
Q4 2024
Added 23.27%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
19,222
shares
|
$441,144
0.0% of portfolio
|
Q4 2024
Reduced 58.79%
|