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 103 institutions that hold shares in the stock, with a total of 3.28 Million shares, which have been reported (via 13F filing form) to have a value of $63.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
36,232
shares
|
$701,451
0.0% of portfolio
|
Q1 2025
Added 125.21%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
35,942
shares
|
$695,837
0.09% of portfolio
|
Q1 2025
Reduced 32.66%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
35,492
shares
|
$687,125
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
27,982
shares
|
$541,731
0.05% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
27,296
shares
|
$528,450
0.15% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
20,851
shares
|
$403,675
0.0% of portfolio
|
Q1 2025
Added 37.35%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
20,040
shares
|
$387,974
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
19,290
shares
|
$373,454
0.0% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
19,222
shares
|
$372,137
0.0% of portfolio
|
Q4 2024
Reduced 58.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
18,920
shares
|
$366,291
0.0% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
17,109
shares
|
$331,230
0.0% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
May 12, 2025 Q1 2025 |
16,043
shares
|
$310,592
0.18% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
15,596
shares
|
$301,938
0.11% of portfolio
|
Q1 2025
Added 21.06%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
15,242
shares
|
$295,085
0.01% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
13,294
shares
|
$257,371
0.0% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
13,188
shares
|
$255,319
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
13,142
shares
|
$254,429
0.02% of portfolio
|
Q1 2025
Added 885.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
12,938
shares
|
$250,479
0.0% of portfolio
|
Q1 2025
Added 13.61%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
12,773
shares
|
$247,285
0.11% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
12,306
shares
|
$238,244
0.0% of portfolio
|
Q1 2025
Added 26.47%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
12,275
shares
|
$237,644
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
11,300
shares
|
$218,768
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,024
shares
|
$213,424
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
11,000
shares
|
$212,960
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
10,942
shares
|
$211,837
0.05% of portfolio
|
Q1 2024
Added 0.39%
|