WisdomTree Artificial Intelligence and Innovation Fund (WTAI) Institutional Ownership $22.05 +0.03 (+0.12%) Closing price 03:57 PM EasternExtended Trading$22.04 -0.01 (-0.05%) As of 07:26 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. Add Compare Share Share Ownership Stock AnalysisChartHeadlinesHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for WisdomTree Artificial Intelligence and Innovation Fund (BATS:WTAI)Number ofInstitutional Buyers(last 12 months)12TotalInstitutional Inflows(last 12 months)$6.30MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$84.85K Get WTAI Insider Trade Alerts Want to know when executives and insiders are buying or selling WisdomTree Artificial Intelligence and Innovation Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data WTAI Institutional Buying and Selling by Quarter WisdomTree Artificial Intelligence and Innovation Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/14/2025 Flow Traders U.S. LLC73,114$1.39M0.1%N/A0.850% 5/7/2025 Orca Investment Management LLC71,845$1.37M1.4%-1.0%0.835% 4/23/2025 Creative Financial Designs Inc. ADV13,142$250K0.0%+885.9%0.153% 4/17/2025 Janney 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% 2/17/2025 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, 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 ($1.39M), Orca Investment Management LLC ($1.37M), AdvisorNet Financial Inc ($1.34M), Janney Montgomery Scott LLC ($367K), Ameriprise Financial Inc. ($251K), Creative Financial Designs Inc. ADV ($250K), and Transcend Capital Advisors LLC ($215K).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 ($267.24K), Orca Investment Management LLC ($72.70K), AdvisorNet Financial Inc ($71.23K), Creative Financial Designs Inc. ADV ($13.14K), Ameriprise Financial Inc. ($11.39K), Transcend Capital Advisors LLC ($10.30K), and Private Ocean LLC ($9.18K). How much institutional buying is happening at WisdomTree Artificial Intelligence and Innovation Fund? Institutional investors have bought a total of 475,397 shares in the last 24 months. This purchase volume represents approximately $9.45M 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), Orca Investment Management LLC ($700.00), 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 5,522 shares in the last 24 months. This volume of shares sold represents approximately $112.37K in transactions. Related Companies DAPP Institutional Ownership THNQ Institutional Ownership BITQ Institutional Ownership AVSD Institutional Ownership FDTX Institutional Ownership SDG Institutional Ownership IQSI Institutional Ownership FDIG Institutional Ownership OACP Institutional Ownership GINN Institutional Ownership This page (BATS:WTAI) was last updated on 5/23/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...Altimetry | SponsoredBuffett’s favorite chart just hit 209% – here’s what that means for goldA Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...Golden Portfolio | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | SponsoredJuly 2025 Rule Change to Impact Retirement InvestorsThere's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...Premier Gold Co | SponsoredIs President Trump Lying To You With This?President Trump’s economic transition isn’t without hardship. But what if there were a smart, tax-free way to ...Colonial Metals | SponsoredSilver Is the New Oil—And the World’s Running DryElon's Next Market Move Could Send Silver Soaring Every industry Elon Musk touches explodes—from Tesla to S...Priority Gold | SponsoredTrump’s Bitcoin Reserve is No Accident…Bitcoin's supply is being drained at unprecedented rates, but while most investors focus solely on Bitcoin, th...Crypto 101 Media | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding WisdomTree Artificial Intelligence and Innovation Fund Please log in to your account or sign up in order to add this asset to your watchlist. Share WisdomTree Artificial Intelligence and Innovation Fund With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
