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 121 institutions that hold shares in the stock, with a total of 4.11 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
11,876
shares
|
$350,104
0.01% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
11,700
shares
|
$344,916
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
11,034
shares
|
$325,282
0.01% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,950
shares
|
$322,806
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
9,854
shares
|
$290,495
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
9,565
shares
|
$281,976
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
9,459
shares
|
$278,851
0.05% of portfolio
|
Q2 2024
Added 17.59%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
9,438
shares
|
$278,232
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
9,125
shares
|
$269,005
0.01% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
8,980
shares
|
$264,730
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,917
shares
|
$262,873
0.01% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
8,524
shares
|
$251,287
0.06% of portfolio
|
Q3 2025
Reduced 50.55%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
8,453
shares
|
$249,194
0.07% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
8,234
shares
|
$242,738
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
7,773
shares
|
$229,148
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
7,767
shares
|
$228,971
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
7,524
shares
|
$221,807
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
7,417
shares
|
$218,653
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
7,010
shares
|
$206,654
0.01% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
6,701
shares
|
$197,545
0.01% of portfolio
|
Q4 2025
Reduced 1.31%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
6,551
shares
|
$193,123
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
5,921
shares
|
$174,551
0.0% of portfolio
|
Q3 2025
Added 196.05%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
5,487
shares
|
$161,756
0.0% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
4,963
shares
|
$146,309
0.12% of portfolio
|
Q3 2025
Reduced 45.56%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,590
shares
|
$135,313
0.0% of portfolio
|
Q3 2025
New holding
|
|