WisdomTree Artificial Intelligence and Innovation Fund (WTAI) Institutional Ownership $25.47 +3.45 (+15.67%) Closing price 08/22/2025 03:59 PM EasternExtended Trading$25.50 +0.03 (+0.11%) As of 08/22/2025 07:59 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)$7.86MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$265.00K 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 CompanyDetails8/15/2025 Ameriprise Financial Inc.62,565$1.54M0.0%+383.6%0.728% 8/14/2025 Cary Street Partners Financial LLC12,489$307K0.0%N/A0.145% 8/11/2025 Western Wealth Management LLC9,202$226K0.0%N/A0.107% 8/4/2025 Creative Financial Designs Inc. ADV23,594$579K0.0%+79.5%0.274% 7/25/2025 Orca Investment Management LLC64,113$1.58M1.4%-10.8%0.746% 7/17/2025 Janney Montgomery Scott LLC18,255$448K0.0%-5.4%0.212% 7/14/2025 AdvisorNet Financial Inc71,214$1.75M0.1%+0.9%0.828% 5/14/2025 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% Get the Latest News and Ratings for WTAI and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree Artificial Intelligence and Innovation Fund and its competitors with MarketBeat's FREE daily newsletter. 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, 16 institutional investors and hedge funds held shares of WisdomTree Artificial Intelligence and Innovation Fund. The most heavily invested institutionals were AdvisorNet Financial Inc ($1.75M), Orca Investment Management LLC ($1.58M), Ameriprise Financial Inc. ($1.54M), Flow Traders U.S. LLC ($1.39M), Creative Financial Designs Inc. ADV ($579K), Janney Montgomery Scott LLC ($448K), and Cary Street Partners Financial LLC ($307K).Learn more on WisdomTree Artificial Intelligence and Innovation Fund's institutional investors. Which institutional investors have been buying WisdomTree Artificial Intelligence and Innovation Fund's stock? Of the 15 institutional investors that purchased WisdomTree Artificial Intelligence and Innovation Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flow Traders U.S. LLC ($180.11K), Orca Investment Management LLC ($72.70K), AdvisorNet Financial Inc ($71.89K), Ameriprise Financial Inc. ($61.02K), Creative Financial Designs Inc. ADV ($23.59K), Cary Street Partners Financial LLC ($12.49K), and Transcend Capital Advisors LLC ($10.30K). How much institutional buying is happening at WisdomTree Artificial Intelligence and Innovation Fund? Institutional investors have bought a total of 376,665 shares in the last 24 months. This purchase volume represents approximately $7.86M in transactions. Which of WisdomTree Artificial Intelligence and Innovation Fund's 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: Orca Investment Management LLC ($8.43K), AdvisorNet Financial Inc ($1.21K), Janney Montgomery Scott LLC ($1.04K), 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 11,297 shares in the last 24 months. This volume of shares sold represents approximately $265.00K in transactions. 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