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 100 institutions that hold shares in the stock, with a total of 3.76 Million shares, which have been reported (via 13F filing form) to have a value of $82.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
19,222
shares
|
$427,497
0.0% of portfolio
|
Q4 2024
Reduced 58.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
18,151
shares
|
$403,678
0.0% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
17,873
shares
|
$397,495
0.0% of portfolio
|
Q4 2024
Added 24.88%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
16,880
shares
|
$375,411
0.0% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Feb 10, 2025 Q4 2024 |
16,430
shares
|
$365,403
0.2% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
16,088
shares
|
$357,797
0.0% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
15,426
shares
|
$343,074
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
15,242
shares
|
$338,982
0.01% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
15,181
shares
|
$337,625
0.0% of portfolio
|
Q4 2024
Reduced 53.84%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
13,216
shares
|
$293,923
0.13% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
13,188
shares
|
$293,301
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
12,883
shares
|
$286,517
0.1% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
12,558
shares
|
$279,289
0.0% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
11,388
shares
|
$253,269
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
11,300
shares
|
$251,311
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
11,299
shares
|
$251,289
0.08% of portfolio
|
Q4 2024
Reduced 27.86%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
10,942
shares
|
$243,350
0.05% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
10,724
shares
|
$238,501
0.02% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
10,666
shares
|
$237,211
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
10,376
shares
|
$230,762
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
9,730
shares
|
$216,395
0.0% of portfolio
|
Q4 2024
Reduced 18.37%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
9,574
shares
|
$212,925
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
9,570
shares
|
$212,836
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
9,459
shares
|
$210,368
0.05% of portfolio
|
Q2 2024
Added 17.59%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
9,375
shares
|
$208,499
0.01% of portfolio
|
Q4 2023
Added 6.84%
|