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WisdomTree Artificial Intelligence and Innovation Fund (WTAI) Institutional Ownership

WisdomTree Artificial Intelligence and Innovation Fund logo
$41.52 -2.49 (-5.66%)
As of 04:10 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)
14
Total
Institutional Inflows
(last 12 months)
$8.73M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$215.81K
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WTAI Institutional Buying and Selling by Quarter

WisdomTree Artificial Intelligence and Innovation Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Harbor Investment Advisory LLC4,023$191K0.0%+11.4%0.047%
5/5/2026 Sherman Asset Management Inc.1,675$47K0.0%+141.7%0.019%
5/4/2026 Team Financial Group LLC1,680$47K0.0%N/A0.020%
4/24/2026 Harbor Investment Advisory LLC3,612$102K0.0%+16.5%0.042%
4/22/2026 Janney Montgomery Scott LLC65,556$1.85M0.0%+228.7%0.762%
4/17/2026 AdvisorNet Financial Inc70,841$2M0.1%+4.1%0.824%
2/17/2026 Advisory Services Network LLC288,390$8.40M0.1%-0.2%3.353%
2/6/2026 Creative Financial Designs Inc. ADV44,571$1.30M0.1%+6.6%0.518%
2/6/2026 Berbice Capital Management LLC1,739$51K0.0%N/A0.020%
2/5/2026 Western Wealth Management LLC10,980$320K0.0%+23.1%0.128%
1/26/2026 Private Trust Co. NA1,621$47K0.0%+1,017.9%0.019%
1/23/2026 Farther Finance Advisors LLC2,957$86K0.0%+62.1%0.034%
1/21/2026 Flagship Harbor Advisors LLC6,551$191K0.0%N/A0.076%
1/20/2026 Orca Investment Management LLC62,796$1.83M1.4%-1.2%0.730%
1/7/2026 Harbor Investment Advisory LLC3,100$90K0.0%N/A0.036%
11/17/2025 Flow Traders U.S. LLC22,662$647K0.0%N/A0.264%
11/17/2025 Ameriprise Financial Inc.251,731$7.18M0.0%+302.4%2.927%
11/12/2025 Creative Financial Designs Inc. ADV41,817$1.19M0.1%+77.2%0.486%
11/10/2025 Cary Street Partners Financial LLC11,034$315K0.0%-11.7%0.128%
11/5/2025 Sherman Asset Management Inc.4,963$142K0.1%-45.6%0.058%
10/31/2025 First Command Advisory Services Inc.5,921$169K0.0%+196.1%0.069%
10/30/2025 Orca Investment Management LLC63,560$1.82M1.5%-0.9%0.739%
10/9/2025 AdvisorNet Financial Inc71,609$2.05M0.1%+0.6%0.833%
8/15/2025 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%
5/14/2025Flow Traders U.S. LLC73,114$1.39M0.1%N/A0.850%
5/7/2025Orca Investment Management LLC71,845$1.37M1.4%-1.0%0.835%
4/23/2025Creative Financial Designs Inc. ADV13,142$250K0.0%+885.9%0.153%
4/17/2025Janney Montgomery Scott LLC19,290$367K0.0%+7.9%0.220%
4/14/2025Farther Finance Advisors LLC1,800$35K0.0%+3,172.7%0.021%
4/7/2025AdvisorNet 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%
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2/5/2025Sherman Asset Management Inc.9,035$199K0.2%N/A0.079%
1/17/2025Janney Montgomery Scott LLC17,873$393K0.0%+24.9%0.155%
1/16/2025Harbor 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%
7/17/2024AdvisorNet Financial Inc71,937$1.50M0.1%+11.0%0.626%
7/2/2024Transcend Capital Advisors LLC10,299$215K0.0%N/A0.090%
4/12/2024AdvisorNet 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%


WTAI Institutional Ownership - Frequently Asked Questions

During the previous two years, 19 institutional investors and hedge funds held shares of WisdomTree Artificial Intelligence and Innovation Fund. The most heavily invested institutionals were Advisory Services Network LLC ($8.40M), Ameriprise Financial Inc. ($7.18M), AdvisorNet Financial Inc ($2M), Janney Montgomery Scott LLC ($1.85M), Orca Investment Management LLC ($1.83M), Creative Financial Designs Inc. ADV ($1.30M), and Flow Traders U.S. LLC ($647K).Learn more on WisdomTree Artificial Intelligence and Innovation Fund's institutional investors.

Of the 17 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: Ameriprise Financial Inc. ($250.18K), Flow Traders U.S. LLC ($202.77K), Orca Investment Management LLC ($72.70K), Janney Montgomery Scott LLC ($50.59K), Creative Financial Designs Inc. ADV ($44.57K), Cary Street Partners Financial LLC ($12.49K), and Western Wealth Management LLC ($11.27K).

Institutional investors have bought a total of 305,155 shares in the last 24 months. This purchase volume represents approximately $8.73M in transactions.

The following institutional investors have sold WisdomTree Artificial Intelligence and Innovation Fund stock in the last 24 months: Sherman Asset Management Inc. ($4.15K), Cary Street Partners Financial LLC ($1.46K), Orca Investment Management LLC ($1.32K), and Advisory Services Network LLC ($594.00).

Institutional investors have sold a total of 7,519 shares in the last 24 months. This volume of shares sold represents approximately $215.81K in transactions.


Related Companies

Institutional ownership data for BATS:WTAI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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