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 |
|---|---|---|---|---|---|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
9,035
shares
|
$200,938
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
8,527
shares
|
$189,640
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
6,259
shares
|
$139,200
0.01% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
5,941
shares
|
$132,127
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,590
shares
|
$102,081
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$88,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
3,388
shares
|
$75,349
0.04% of portfolio
|
Q4 2024
Added 16.91%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,319
shares
|
$73,814
0.0% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,500
shares
|
$55,599
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,393
shares
|
$53,220
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,190
shares
|
$48,705
0.0% of portfolio
|
Q4 2024
Reduced 22.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$44,480
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
2,000
shares
|
$44,480
0.0% of portfolio
|
Q2 2024
Reduced 45.39%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,778
shares
|
$39,542
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,672
shares
|
$37,185
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,619
shares
|
$36,006
0.0% of portfolio
|
Q4 2024
Added 67.77%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,501
shares
|
$33,382
0.0% of portfolio
|
Q4 2024
Reduced 78.5%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,428
shares
|
$31,758
0.0% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,334
shares
|
$29,668
0.0% of portfolio
|
Q4 2024
Reduced 55.26%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,333
shares
|
$29,645
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,263
shares
|
$28,089
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
1,104
shares
|
$24,552
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,071
shares
|
$23,819
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,071
shares
|
$23,819
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
1,050
shares
|
$23,352
0.01% of portfolio
|
Q2 2023
New holding
|