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 $79.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,590
shares
|
$99,694
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,021
shares
|
$87,336
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,982
shares
|
$64,769
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
2,898
shares
|
$62,944
0.03% of portfolio
|
Q3 2024
Added 35.61%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,810
shares
|
$61,033
0.0% of portfolio
|
Q3 2024
Reduced 14.72%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,500
shares
|
$54,300
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,390
shares
|
$51,910
0.0% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,328
shares
|
$50,564
0.01% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
2,000
shares
|
$43,440
0.0% of portfolio
|
Q2 2024
Reduced 45.39%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,672
shares
|
$36,315
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,228
shares
|
$26,672
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,071
shares
|
$23,262
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,050
shares
|
$22,806
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$21,720
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,000
shares
|
$21,720
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
965
shares
|
$20,959
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
650
shares
|
$14,118
0.0% of portfolio
|
Q4 2023
Reduced 0.76%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
575
shares
|
$12,489
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
466
shares
|
$10,121
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
400
shares
|
$8,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
400
shares
|
$8,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
385
shares
|
$8,362
0.0% of portfolio
|
Q3 2024
Reduced 79.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
314
shares
|
$6,820
0.0% of portfolio
|
Q2 2024
Added 46.73%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
310
shares
|
$6,733
0.01% of portfolio
|
Q3 2024
Added 181.82%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
301
shares
|
$6,537
0.0% of portfolio
|
Q3 2024
Reduced 73.89%
|