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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,262
shares
|
$24,432
0.0% of portfolio
|
Q1 2025
Reduced 22.05%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,071
shares
|
$20,734
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,071
shares
|
$20,734
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
1,050
shares
|
$20,328
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$19,360
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,000
shares
|
$19,360
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
847
shares
|
$16,397
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
650
shares
|
$12,584
0.0% of portfolio
|
Q4 2023
Reduced 0.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
625
shares
|
$12,100
0.0% of portfolio
|
Q1 2025
Reduced 73.88%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
601
shares
|
$11,635
0.01% of portfolio
|
Q1 2025
Reduced 45.56%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
575
shares
|
$11,132
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
400
shares
|
$7,744
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
315
shares
|
$6,098
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
310
shares
|
$6,001
0.01% of portfolio
|
Q3 2024
Added 181.82%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
300
shares
|
$5,808
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
275
shares
|
$5,324
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
270
shares
|
$5,227
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
250
shares
|
$4,840
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
177
shares
|
$3,426
0.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
122
shares
|
$2,361
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
100
shares
|
$1,936
0.0% of portfolio
|
Q3 2023
Reduced 41.18%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
63
shares
|
$1,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18
shares
|
$348
0.0% of portfolio
|
Q1 2025
Reduced 95.32%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1
shares
|
$19
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|