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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
10,839
shares
|
$209,843
0.0% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
10,666
shares
|
$206,493
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,606
shares
|
$205,332
0.01% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
9,459
shares
|
$183,126
0.04% of portfolio
|
Q2 2024
Added 17.59%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
9,125
shares
|
$176,660
0.0% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
9,075
shares
|
$175,692
0.16% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
8,990
shares
|
$174,046
0.01% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,511
shares
|
$126,052
0.01% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,241
shares
|
$101,465
0.0% of portfolio
|
Q1 2025
Added 249.17%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
4,636
shares
|
$89,752
0.07% of portfolio
|
Q1 2025
Reduced 21.97%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,590
shares
|
$88,862
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
4,089
shares
|
$79,163
0.0% of portfolio
|
Q1 2025
Added 23.2%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
4,000
shares
|
$77,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
3,823
shares
|
$74,013
0.04% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,184
shares
|
$61,642
0.0% of portfolio
|
Q1 2025
Added 583.26%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,500
shares
|
$48,400
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
2,000
shares
|
$38,720
0.0% of portfolio
|
Q2 2024
Reduced 45.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,000
shares
|
$38,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,940
shares
|
$37,558
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,800
shares
|
$34,848
0.0% of portfolio
|
Q1 2025
Added 3172.73%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,778
shares
|
$34,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,672
shares
|
$32,369
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,555
shares
|
$30,104
0.0% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,428
shares
|
$27,646
0.0% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,333
shares
|
$25,806
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|