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WisdomTree Artificial Intelligence and Innovation Fund (WTAI) Institutional Ownership

WisdomTree Artificial Intelligence and Innovation Fund logo
$22.92 +0.90 (+4.06%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$23.38 +0.46 (+2.01%)
As of 02/21/2025 07:46 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for WisdomTree Artificial Intelligence and Innovation Fund (BATS:WTAI)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$5.96M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$48.46K
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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
2/17/2025 Ameriprise Financial Inc.11,388$251K0.0%N/A0.099%
2/12/2025 CIBC Private Wealth Group LLC2,190$49K0.0%-22.1%0.019%
2/11/2025 AllSquare Wealth Management LLC3,388$75K0.0%+16.9%0.029%
2/10/2025 Creative Financial Designs Inc. ADV1,333$29K0.0%N/A0.012%
2/5/2025 Sherman Asset Management Inc.9,035$199K0.2%N/A0.079%
1/17/2025 Janney Montgomery Scott LLC17,873$393K0.0%+24.9%0.155%
1/16/2025 Harbor Investment Advisory LLC1,619$36K0.0%+67.8%0.014%
11/14/2024 Flow Traders U.S. LLC106,993$2.13M0.1%N/A0.930%
10/11/2024 Orca Investment Management LLC72,695$1.45M1.3%N/A0.632%
7/31/2024Private Ocean LLC4,590$96K0.0%N/A0.040%
7/26/2024 First 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%
7/2/2024 Transcend Capital Advisors LLC10,299$215K0.0%N/A0.090%
4/12/2024 AdvisorNet Financial Inc64,805$1.35M0.1%+9,014.6%0.000%
2/1/2024 First Command Advisory Services Inc.2,000$41K0.0%-39.9%0.000%
1/23/2024Private Ocean LLC4,590$95K0.0%N/A0.000%
11/8/2023 First Command Advisory Services Inc.3,330$58K0.0%N/A0.000%
8/9/2023 Flow 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, 13 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), AdvisorNet Financial Inc ($1.50M), Orca Investment Management LLC ($1.45M), Janney Montgomery Scott LLC ($393K), 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 12 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 387,312 shares in the last 24 months. This purchase volume represents approximately $7.77M 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), 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 3,612 shares in the last 24 months. This volume of shares sold represents approximately $75.98K in transactions.



This page (BATS:WTAI) was last updated on 2/22/2025 by MarketBeat.com Staff
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