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WisdomTree Artificial Intelligence and Innovation Fund (WTAI) Institutional Ownership

WisdomTree Artificial Intelligence and Innovation Fund logo
$17.88 -4.15 (-18.82%)
Closing price 03:56 PM Eastern
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$17.90 +0.03 (+0.17%)
As of 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Artificial Intelligence and Innovation Fund (BATS:WTAI)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$4.68M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$71.52K
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WTAI Institutional Buying and Selling by Quarter

WisdomTree Artificial Intelligence and Innovation Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025Janney Montgomery Scott LLC19,290$367K0.0%+7.9%0.220%
4/14/2025 Farther Finance Advisors LLC1,800$35K0.0%+3,172.7%0.021%
4/7/2025 AdvisorNet Financial Inc70,553$1.34M0.1%-1.7%0.806%
2/17/2025Ameriprise Financial Inc.11,388$251K0.0%N/A0.099%
2/12/2025CIBC Private Wealth Group LLC2,190$49K0.0%-22.1%0.019%
2/11/2025AllSquare Wealth Management LLC3,388$75K0.0%+16.9%0.029%
2/10/2025Creative Financial Designs Inc. ADV1,333$29K0.0%N/A0.012%
2/5/2025 Sherman Asset Management Inc.9,035$199K0.2%N/A0.079%
1/17/2025Janney Montgomery Scott LLC17,873$393K0.0%+24.9%0.155%
1/16/2025 Harbor Investment Advisory LLC1,619$36K0.0%+67.8%0.014%
11/14/2024Flow Traders U.S. LLC106,993$2.13M0.1%N/A0.930%
10/11/2024Orca Investment Management LLC72,695$1.45M1.3%N/A0.632%
7/31/2024Private Ocean LLC4,590$96K0.0%N/A0.040%
7/26/2024First Command Advisory Services Inc.2,000$42K0.0%-45.4%0.017%
7/17/2024 AdvisorNet Financial Inc71,937$1.50M0.1%+11.0%0.626%
7/2/2024Transcend Capital Advisors LLC10,299$215K0.0%N/A0.090%
4/12/2024 AdvisorNet Financial Inc64,805$1.35M0.1%+9,014.6%0.000%
2/1/2024First Command Advisory Services Inc.2,000$41K0.0%-39.9%0.000%
1/23/2024Private Ocean LLC4,590$95K0.0%N/A0.000%
11/8/2023First Command Advisory Services Inc.3,330$58K0.0%N/A0.000%
8/9/2023Flow Traders U.S. LLC87,128$1.66M0.1%N/A0.000%
(Data available from 1/1/2016 forward)

WTAI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTAI shares?

During the previous two years, 14 institutional investors and hedge funds held shares of WisdomTree Artificial Intelligence and Innovation Fund. The most heavily invested institutionals were Flow Traders U.S. LLC ($2.13M), Orca Investment Management LLC ($1.45M), AdvisorNet Financial Inc ($1.34M), Janney Montgomery Scott LLC ($367K), Ameriprise Financial Inc. ($251K), Transcend Capital Advisors LLC ($215K), and Sherman Asset Management Inc. ($199K).Learn more on WTAI's institutional investors.

Which institutional investors have been buying WisdomTree Artificial Intelligence and Innovation Fund stock?

Of the 13 institutional investors that purchased WisdomTree Artificial Intelligence and Innovation Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flow Traders U.S. LLC ($194.12K), Orca Investment Management LLC ($72.70K), AdvisorNet Financial Inc ($71.23K), Ameriprise Financial Inc. ($11.39K), Transcend Capital Advisors LLC ($10.30K), Private Ocean LLC ($9.18K), and Sherman Asset Management Inc. ($9.04K).

How much institutional buying is happening at WisdomTree Artificial Intelligence and Innovation Fund?

Institutional investors have bought a total of 390,474 shares in the last 24 months. This purchase volume represents approximately $7.84M in transactions.

Which WisdomTree Artificial Intelligence and Innovation Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree Artificial Intelligence and Innovation Fund stock in the last 24 months: First Command Advisory Services Inc. ($2.99K), AdvisorNet Financial Inc ($1.21K), and CIBC Private Wealth Group LLC ($620.00).

How much institutional selling is happening at WisdomTree Artificial Intelligence and Innovation Fund?

Institutional investors have sold a total of 4,822 shares in the last 24 months. This volume of shares sold represents approximately $99.03K in transactions.



This page (BATS:WTAI) was last updated on 4/17/2025 by MarketBeat.com Staff
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