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 3.67 Million shares, which have been reported (via 13F filing form) to have a value of $80.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
25,936
shares
|
$570,073
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
22,976
shares
|
$505,012
0.03% of portfolio
|
Q3 2024
Added 46.23%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
20,267
shares
|
$445,468
0.11% of portfolio
|
Q3 2024
Added 28.52%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
18,453
shares
|
$405,596
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
18,014
shares
|
$395,947
0.0% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
17,566
shares
|
$386,100
0.0% of portfolio
|
Q3 2024
Reduced 16.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
17,422
shares
|
$382,935
0.0% of portfolio
|
Q3 2024
Reduced 26.79%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
16,669
shares
|
$366,384
0.18% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
15,663
shares
|
$344,272
0.11% of portfolio
|
Q3 2024
Reduced 32.78%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
14,312
shares
|
$314,577
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,630
shares
|
$299,587
0.01% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
13,188
shares
|
$289,872
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
13,124
shares
|
$288,465
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
12,883
shares
|
$283,168
0.1% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,920
shares
|
$262,001
0.0% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,638
shares
|
$255,803
0.01% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
11,310
shares
|
$248,593
0.0% of portfolio
|
Q3 2024
Added 30.59%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
11,300
shares
|
$248,374
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
11,065
shares
|
$243,208
0.02% of portfolio
|
Q3 2024
Reduced 19.64%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
10,942
shares
|
$240,505
0.05% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10,533
shares
|
$231,515
0.01% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
9,459
shares
|
$207,908
0.04% of portfolio
|
Q2 2024
Added 17.59%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
9,375
shares
|
$206,062
0.01% of portfolio
|
Q4 2023
Added 6.84%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,983
shares
|
$153,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,363
shares
|
$139,858
0.02% of portfolio
|
Q3 2024
Added 0.9%
|