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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,590
shares
|
$135,313
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
4,199
shares
|
$123,786
0.0% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
4,023
shares
|
$118,598
0.06% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,000
shares
|
$117,920
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
3,105
shares
|
$91,535
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
3,100
shares
|
$91,388
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,984
shares
|
$87,968
0.0% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
2,957
shares
|
$87,172
0.0% of portfolio
|
Q4 2025
Added 62.12%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$73,700
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
2,388
shares
|
$70,398
0.04% of portfolio
|
Q4 2025
Added 20.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$58,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,778
shares
|
$52,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,672
shares
|
$49,290
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,555
shares
|
$45,841
0.0% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,071
shares
|
$31,573
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,071
shares
|
$31,573
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
1,050
shares
|
$30,954
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
1,000
shares
|
$29,480
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
1,000
shares
|
$29,480
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
844
shares
|
$24,881
0.0% of portfolio
|
Q3 2025
Added 520.59%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
810
shares
|
$23,878
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
769
shares
|
$22,670
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
650
shares
|
$19,162
0.0% of portfolio
|
Q4 2023
Reduced 0.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
625
shares
|
$18,425
0.0% of portfolio
|
Q1 2025
Reduced 73.88%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
602
shares
|
$17,746
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|