WisdomTree Artificial Intelligence and Innovation Fund (WTAI) Institutional Ownership $19.87 -2.15 (-9.78%) Closing price 05/1/2025 03:58 PM EasternExtended Trading$19.88 +0.01 (+0.07%) As of 05/1/2025 04:27 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)$4.91MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$71.52K 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 CompanyDetails4/23/2025 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% 2/17/2025Ameriprise 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% 2/10/2025 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% 11/14/2024Flow 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% 7/2/2024 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% 2/1/2024First 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), 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 ($194.12K), 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 402,283 shares in the last 24 months. This purchase volume represents approximately $8.06M 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. Related Companies SDG Institutional Ownership AVSD Institutional Ownership OACP Institutional Ownership BITQ Institutional Ownership FNGD Institutional Ownership THNQ Institutional Ownership FDTX Institutional Ownership GTEK Institutional Ownership DAPP Institutional Ownership HKND Institutional Ownership This page (BATS:WTAI) was last updated on 5/2/2025 by MarketBeat.com Staff From Our PartnersHere’s How to Claim Your Stake in Elon’s Private Company, xAII predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...Brownstone Research | SponsoredThe next market Nvidia is positioned to dominate …Robots — built by Nvidia. Forbes says this could be " a $24 trillion opportunity for investors." 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