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 119 institutions that hold shares in the stock, with a total of 4.09 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 |
|---|---|---|---|---|---|
|
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
|
Oct 14, 2025 Q3 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 |
Nov 07, 2025 Q3 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
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
8,021
shares
|
$236,459
0.03% 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
|
Oct 16, 2025 Q3 2025 |
6,790
shares
|
$200,169
0.01% of portfolio
|
Q3 2025
Added 21.47%
|
|
|
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
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,590
shares
|
$135,313
0.01% of portfolio
|
Q2 2024
New holding
|
|