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 104 institutions that hold shares in the stock, with a total of 3.93 Million shares, which have been reported (via 13F filing form) to have a value of $93.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
1,050
shares
|
$25,294
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$24,090
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$24,090
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
727
shares
|
$17,513
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
650
shares
|
$15,658
0.0% of portfolio
|
Q4 2023
Reduced 0.76%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
575
shares
|
$13,851
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
488
shares
|
$11,755
0.0% of portfolio
|
Q4 2024
Reduced 79.04%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
466
shares
|
$11,225
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
400
shares
|
$9,636
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
385
shares
|
$9,274
0.0% of portfolio
|
Q3 2024
Reduced 79.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
315
shares
|
$7,588
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
310
shares
|
$7,467
0.01% of portfolio
|
Q3 2024
Added 181.82%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
275
shares
|
$6,624
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
270
shares
|
$6,504
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
250
shares
|
$6,022
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
177
shares
|
$4,263
0.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
100
shares
|
$2,409
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
100
shares
|
$2,409
0.0% of portfolio
|
Q3 2023
Reduced 41.18%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
63
shares
|
$1,517
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
55
shares
|
$1,324
0.0% of portfolio
|
Q1 2024
Reduced 66.46%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
48
shares
|
$1,156
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
25
shares
|
$602
0.0% of portfolio
|
Q4 2024
Reduced 91.69%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2
shares
|
$48
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|