WisdomTree Artificial Intelligence and Innovation Fund(WTAI)

$38.85—

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WisdomTree Artificial Intelligence and Innovation Fund(WTAI)

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$38.85—

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WTAI(WTAI)

WTAI

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 120 Institutional Holders

Holder	Shares	Date	Change	% Held
Team Financial Group, LLC	--	Jun 30, 26	-1.68K	--
LPL Financial LLC	714.11K	Mar 31, 26	+39.94K	4.89%
Horizon Wealth Management, LLC	550.09K	Mar 31, 26	+21.74K	3.77%
ASSETMARK, INC	400.32K	Mar 31, 26	+400.22K	2.74%
AMERIPRISE FINANCIAL INC	282.04K	Mar 31, 26	+5.29K	1.93%
Kestra Advisory Services, LLC	281.00K	Mar 31, 26	+125.51K	1.92%
Hancock Prospecting Pty Ltd	274.50K	Mar 31, 26	--	1.88%
Advisory Services Network, LLC	272.64K	Mar 31, 26	-15.75K	1.87%
JPMORGAN CHASE & CO	257.70K	Mar 31, 26	+254.20K	1.76%
Advocacy Wealth Management Services, LLC	227.08K	Mar 31, 26	+35.55K	1.56%
BANK OF AMERICA CORP /DE/	159.43K	Mar 31, 26	+6.83K	1.09%
RAYMOND JAMES FINANCIAL INC	120.32K	Mar 31, 26	-21.86K	0.82%
COMMONWEALTH EQUITY SERVICES, LLC	118.22K	Mar 31, 26	+6.60K	0.81%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	109.27K	Mar 31, 26	+6.96K	0.75%
TRUIST FINANCIAL CORP	103.81K	Mar 31, 26	+2.96K	0.71%
ADVISOR GROUP HOLDINGS, INC.	94.07K	Mar 31, 26	+663	0.64%
Rockefeller Capital Management L.P.	93.51K	Mar 31, 26	-860	0.64%
Perigon Wealth Management, LLC	83.47K	Mar 31, 26	--	0.57%
Tradition Wealth Management, LLC	71.88K	Mar 31, 26	+21.80K	0.49%
FLOW TRADERS U.S. LLC	66.42K	Mar 31, 26	-78.71K	0.45%
Janney Montgomery Scott LLC	65.56K	Mar 31, 26	+45.61K	0.45%
STIFEL FINANCIAL CORP	65.02K	Mar 31, 26	+12.28K	0.45%
Private Advisor Group, LLC	54.29K	Mar 31, 26	-1.14K	0.37%
Cetera Investment Advisers	47.49K	Mar 31, 26	+8.85K	0.33%
CREATIVE FINANCIAL DESIGNS INC /ADV	42.15K	Mar 31, 26	-2.42K	0.29%
Integrated Advisors Network LLC	25.73K	Mar 31, 26	-6.47K	0.18%
Cambridge Investment Research Advisors, Inc.	25.62K	Mar 31, 26	+3.66K	0.18%
Belpointe Asset Management LLC	25.01K	Mar 31, 26	+12.66K	0.17%
Creative Planning	24.08K	Mar 31, 26	+929	0.16%
Valmark Advisers, Inc.	23.12K	Mar 31, 26	+6.91K	0.16%
Gateway Wealth Partners, LLC	23.10K	Mar 31, 26	+12.86K	0.16%
Ausdal Financial Partners, Inc.	19.60K	Mar 31, 26	-305	0.13%
Colony Group, LLC	17.25K	Mar 31, 26	-1.33K	0.12%
Clearstead Advisors, LLC	17.15K	Mar 31, 26	+17.15K	0.12%
SWEENEY & MICHEL, LLC	16.94K	Mar 31, 26	+797	0.12%
MML INVESTORS SERVICES, LLC	16.54K	Mar 31, 26	-10.69K	0.11%
KESTRA PRIVATE WEALTH SERVICES, LLC	16.49K	Mar 31, 26	-4.76K	0.11%
Steward Partners Investment Advisory, LLC	15.62K	Mar 31, 26	+243	0.11%
CITADEL ADVISORS LLC	15.40K	Mar 31, 26	+15.40K	0.11%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	15.34K	Mar 31, 26	+186	0.11%
Mariner, LLC	15.00K	Mar 31, 26	+1.26K	0.10%
ENVESTNET ASSET MANAGEMENT INC	13.32K	Mar 31, 26	-832	0.09%
Bryn Mawr Capital Management, LLC	13.02K	Mar 31, 26	--	0.09%
Western Wealth Management, LLC	10.19K	Mar 31, 26	-793	0.07%
OXFORD FINANCIAL GROUP LTD	9.85K	Mar 31, 26	--	0.07%
Evanson Asset Management, LLC	9.56K	Mar 31, 26	--	0.07%
HighTower Advisors, LLC	9.37K	Mar 31, 26	+228	0.06%
HighPoint Advisor Group LLC	9.00K	Mar 31, 26	+350	0.06%
MORGAN STANLEY	8.47K	Mar 31, 26	+1.79K	0.06%
W.H. Cornerstone Investments Inc.	8.38K	Mar 31, 26	--	0.06%
Geneos Wealth Management Inc.	8.13K	Mar 31, 26	-1.00K	0.06%
Kovack Advisors, Inc.	8.08K	Mar 31, 26	--	0.06%
Cerity Partners LLC	7.93K	Mar 31, 26	--	0.05%
Clearwater Capital Advisors, LLC	7.91K	Mar 31, 26	-101	0.05%
D. E. Shaw & Co., Inc.	7.86K	Mar 31, 26	-2.30K	0.05%
Ashton Thomas Private Wealth, LLC	7.60K	Mar 31, 26	-37	0.05%
Provident Wealth Management, LLC	7.13K	Mar 31, 26	-419	0.05%
First Command Advisory Services, Inc.	5.92K	Mar 31, 26	--	0.04%
Smartleaf Asset Management LLC	5.65K	Mar 31, 26	-348	0.04%
UBS Group AG	4.00K	Mar 31, 26	+4.00K	0.03%
SRS Capital Advisors, Inc.	3.53K	Mar 31, 26	-652	0.02%
HARBOUR INVESTMENTS, INC.	3.42K	Mar 31, 26	+2.85K	0.02%
AE Wealth Management LLC	2.67K	Mar 31, 26	+459	0.02%
MAI Capital Management	2.62K	Mar 31, 26	+1.55K	0.02%
Larson Financial Group LLC	2.50K	Mar 31, 26	--	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.45K	Mar 31, 26	+1.98K	0.02%
PRIVATE TRUST CO NA	2.26K	Mar 31, 26	+640	0.02%
Allworth Financial LP	2.21K	Mar 31, 26	-1.97K	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	2.00K	Mar 31, 26	--	0.01%
Frazier Financial Advisors, LLC	1.96K	Mar 31, 26	+1.96K	0.01%
Sherman Asset Management, Inc.	1.68K	Mar 31, 26	+982	0.01%
WELLS FARGO & COMPANY/MN	1.47K	Mar 31, 26	-2.43K	0.01%
SIMPLEX TRADING, LLC	1.43K	Mar 31, 26	-343	0.01%
Prestige Wealth Management Group LLC	1.05K	Mar 31, 26	--	0.01%
Glass Jacobson Investment Advisors llc	1.01K	Mar 31, 26	+199	0.01%
EPG Wealth Management LLC	1.00K	Mar 31, 26	--	0.01%
Kingdom Financial Group LLC.	913	Mar 31, 26	--	0.01%
Lloyd Advisory Services, LLC.	913	Mar 31, 26	+913	0.01%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	650	Mar 31, 26	--	0.00%
Comprehensive Financial Planning, Inc./PA	612	Mar 31, 26	--	0.00%
MCF Advisors LLC	585	Mar 31, 26	--	0.00%
Centerpoint Advisors, LLC	575	Mar 31, 26	--	0.00%
FMR LLC	573	Mar 31, 26	+3	0.00%
NewEdge Advisors, LLC	524	Mar 31, 26	--	0.00%
Gen-Wealth Partners Inc	417	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	351	Mar 31, 26	+159	0.00%
Founders Financial Alliance, LLC	320	Mar 31, 26	--	0.00%
Wiser Advisor Group LLC	312	Mar 31, 26	--	0.00%
CWM, LLC	164	Mar 31, 26	--	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	114	Mar 31, 26	+114	0.00%
Murphy & Mullick Capital Management Corp	63	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	51	Mar 31, 26	+51	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	26	Mar 31, 26	+26	0.00%
Cascade Financial Partners, LLC	--	Mar 31, 26	-37.98K	--
Fox Hill Wealth Management	--	Mar 31, 26	-14.65K	--
MONEY CONCEPTS CAPITAL CORP	--	Mar 31, 26	-13.54K	--
Insight Advisors, LLC/ PA	--	Mar 31, 26	-29.90K	--
Atria Investments, Inc	--	Mar 31, 26	-7.77K	--
Orca Investment Management, LLC	--	Mar 31, 26	-62.80K	--
GTS SECURITIES LLC	--	Mar 31, 26	-13.86K	--
GWN SECURITIES INC.	--	Mar 31, 26	-6.87K	--
CIBC Private Wealth Group, LLC	2.52K	Dec 31, 25	+966	0.02%
Global Retirement Partners, LLC	1.44K	Dec 31, 25	+600	0.01%
Watts Gwilliam & Co., LLC	21.40K	Sep 30, 25	--	0.15%
AllSquare Wealth Management LLC	4.02K	Sep 30, 25	+200	0.03%
Accredited Wealth Management, LLC	125	Sep 30, 25	-145	0.00%
AVANTAX ADVISORY SERVICES, INC.	12.67K	Jun 30, 25	+1.64K	0.09%
Householder Group Estate & Retirement Specialist, LLC	74.90K	Dec 31, 24	+13.80K	0.51%
Merriman Wealth Management, LLC	15.24K	Dec 31, 24	+1.61K	0.10%
AlphaMark Advisors, LLC	250	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	223.02K	Sep 30, 24	-138.87K	1.53%
Raymond James Financial Services Advisors, Inc.	124.58K	Sep 30, 24	-1.99K	0.85%
Carmichael Hill & Associates, Inc.	1.07K	Sep 30, 24	--	0.01%
Planning Capital Management Corp	1	Sep 30, 24	--	0.00%
Private Ocean, LLC	4.59K	Jun 30, 24	+4.59K	0.03%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	1.67K	Jun 30, 24	--	0.01%
Cetera Advisors LLC	30.66K	Mar 31, 24	+7.08K	0.21%
Cetera Advisor Networks LLC	11.45K	Mar 31, 24	+11.45K	0.08%
Highlander Capital Management, LLC	275	Mar 31, 24	--	0.00%
Antonetti Capital Management LLC	100	Sep 30, 23	-70	0.00%

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Holder

Date

Change

% Held

Team Financial Group, LLC

Jun 30, 26

-1.68K

LPL Financial LLC

714.11K

Mar 31, 26

+39.94K

4.89%

Horizon Wealth Management, LLC

550.09K

Mar 31, 26

+21.74K

3.77%

ASSETMARK, INC

400.32K

Mar 31, 26

+400.22K

2.74%

AMERIPRISE FINANCIAL INC

282.04K

Mar 31, 26

+5.29K

1.93%

Kestra Advisory Services, LLC

281.00K

Mar 31, 26

+125.51K

1.92%

Hancock Prospecting Pty Ltd

274.50K

Mar 31, 26

1.88%

Advisory Services Network, LLC

272.64K

Mar 31, 26

-15.75K

1.87%

JPMORGAN CHASE & CO

257.70K

Mar 31, 26

+254.20K

1.76%

Advocacy Wealth Management Services, LLC

227.08K

Mar 31, 26

+35.55K

1.56%

BANK OF AMERICA CORP /DE/

159.43K

Mar 31, 26

+6.83K

1.09%

RAYMOND JAMES FINANCIAL INC

120.32K

Mar 31, 26

-21.86K

0.82%

COMMONWEALTH EQUITY SERVICES, LLC

118.22K

Mar 31, 26

+6.60K

0.81%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

109.27K

Mar 31, 26

+6.96K

0.75%

TRUIST FINANCIAL CORP

103.81K

Mar 31, 26

+2.96K

0.71%

ADVISOR GROUP HOLDINGS, INC.

94.07K

Mar 31, 26

+663

0.64%

Rockefeller Capital Management L.P.

93.51K

Mar 31, 26

-860

0.64%

Perigon Wealth Management, LLC

83.47K

Mar 31, 26

0.57%

Tradition Wealth Management, LLC

71.88K

Mar 31, 26

+21.80K

0.49%

FLOW TRADERS U.S. LLC

66.42K

Mar 31, 26

-78.71K

0.45%

Janney Montgomery Scott LLC

65.56K

Mar 31, 26

+45.61K

0.45%

STIFEL FINANCIAL CORP

65.02K

Mar 31, 26

+12.28K

0.45%

Private Advisor Group, LLC

54.29K

Mar 31, 26

-1.14K

0.37%

Cetera Investment Advisers

47.49K

Mar 31, 26

+8.85K

0.33%

CREATIVE FINANCIAL DESIGNS INC /ADV

42.15K

Mar 31, 26

-2.42K

0.29%

Integrated Advisors Network LLC

25.73K

Mar 31, 26

-6.47K

0.18%

Cambridge Investment Research Advisors, Inc.

25.62K

Mar 31, 26

+3.66K

0.18%

Belpointe Asset Management LLC

25.01K

Mar 31, 26

+12.66K

0.17%

Creative Planning

24.08K

Mar 31, 26

+929

0.16%

Valmark Advisers, Inc.

23.12K

Mar 31, 26

+6.91K

0.16%

Gateway Wealth Partners, LLC

23.10K

Mar 31, 26

+12.86K

0.16%

Ausdal Financial Partners, Inc.

19.60K

Mar 31, 26

-305

0.13%

Colony Group, LLC

17.25K

Mar 31, 26

-1.33K

0.12%

Clearstead Advisors, LLC

17.15K

Mar 31, 26

+17.15K

0.12%

SWEENEY & MICHEL, LLC

16.94K

Mar 31, 26

+797

0.12%

MML INVESTORS SERVICES, LLC

16.54K

Mar 31, 26

-10.69K

0.11%

KESTRA PRIVATE WEALTH SERVICES, LLC

16.49K

Mar 31, 26

-4.76K

0.11%

Steward Partners Investment Advisory, LLC

15.62K

Mar 31, 26

+243

0.11%

CITADEL ADVISORS LLC

15.40K

Mar 31, 26

+15.40K

0.11%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

15.34K

Mar 31, 26

+186

0.11%

Mariner, LLC

15.00K

Mar 31, 26

+1.26K

0.10%

ENVESTNET ASSET MANAGEMENT INC

13.32K

Mar 31, 26

-832

0.09%

Bryn Mawr Capital Management, LLC

13.02K

Mar 31, 26

0.09%

Western Wealth Management, LLC

10.19K

Mar 31, 26

-793

0.07%

OXFORD FINANCIAL GROUP LTD

9.85K

Mar 31, 26

0.07%

Evanson Asset Management, LLC

9.56K

Mar 31, 26

0.07%

HighTower Advisors, LLC

9.37K

Mar 31, 26

+228

0.06%

HighPoint Advisor Group LLC

9.00K

Mar 31, 26

+350

0.06%

MORGAN STANLEY

8.47K

Mar 31, 26

+1.79K

0.06%

W.H. Cornerstone Investments Inc.

8.38K

Mar 31, 26

0.06%

Geneos Wealth Management Inc.

8.13K

Mar 31, 26

-1.00K

0.06%

Kovack Advisors, Inc.

8.08K

Mar 31, 26

0.06%

Cerity Partners LLC

7.93K

Mar 31, 26

0.05%

Clearwater Capital Advisors, LLC

7.91K

Mar 31, 26

-101

0.05%

D. E. Shaw & Co., Inc.

7.86K

Mar 31, 26

-2.30K

0.05%

Ashton Thomas Private Wealth, LLC

7.60K

Mar 31, 26

-37

0.05%

Provident Wealth Management, LLC

7.13K

Mar 31, 26

-419

0.05%

First Command Advisory Services, Inc.

5.92K

Mar 31, 26

0.04%

Smartleaf Asset Management LLC

5.65K

Mar 31, 26

-348

0.04%

UBS Group AG

4.00K

Mar 31, 26

+4.00K

0.03%

SRS Capital Advisors, Inc.

3.53K

Mar 31, 26

-652

0.02%

HARBOUR INVESTMENTS, INC.

3.42K

Mar 31, 26

+2.85K

0.02%

AE Wealth Management LLC

2.67K

Mar 31, 26

+459

0.02%

MAI Capital Management

2.62K

Mar 31, 26

+1.55K

0.02%

Larson Financial Group LLC

2.50K

Mar 31, 26

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.45K

Mar 31, 26

+1.98K

0.02%

PRIVATE TRUST CO NA

2.26K

Mar 31, 26

+640

0.02%

Allworth Financial LP

2.21K

Mar 31, 26

-1.97K

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

2.00K

Mar 31, 26

0.01%

Frazier Financial Advisors, LLC

1.96K

Mar 31, 26

+1.96K

0.01%

Sherman Asset Management, Inc.

1.68K

Mar 31, 26

+982

0.01%

WELLS FARGO & COMPANY/MN

1.47K

Mar 31, 26

-2.43K

0.01%

SIMPLEX TRADING, LLC

1.43K

Mar 31, 26

-343

0.01%

Prestige Wealth Management Group LLC

1.05K

Mar 31, 26

0.01%

Glass Jacobson Investment Advisors llc

1.01K

Mar 31, 26

+199

0.01%

EPG Wealth Management LLC

1.00K

Mar 31, 26

0.01%

Kingdom Financial Group LLC.

913

Mar 31, 26

0.01%

Lloyd Advisory Services, LLC.

913

Mar 31, 26

+913

0.01%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

650

Mar 31, 26

0.00%

Comprehensive Financial Planning, Inc./PA

612

Mar 31, 26

0.00%

MCF Advisors LLC

585

Mar 31, 26

0.00%

Centerpoint Advisors, LLC

575

Mar 31, 26

0.00%

FMR LLC

573

Mar 31, 26

0.00%

NewEdge Advisors, LLC

524

Mar 31, 26

0.00%

Gen-Wealth Partners Inc

417

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

351

Mar 31, 26

+159

0.00%

Founders Financial Alliance, LLC

320

Mar 31, 26

0.00%

Wiser Advisor Group LLC

312

Mar 31, 26

0.00%

CWM, LLC

164

Mar 31, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

114

Mar 31, 26

+114

0.00%

Murphy & Mullick Capital Management Corp

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

Mar 31, 26

+51

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

+26

0.00%

Cascade Financial Partners, LLC

Mar 31, 26

-37.98K

Fox Hill Wealth Management

Mar 31, 26

-14.65K

MONEY CONCEPTS CAPITAL CORP

Mar 31, 26

-13.54K

Insight Advisors, LLC/ PA

Mar 31, 26

-29.90K

Atria Investments, Inc

Mar 31, 26

-7.77K

Orca Investment Management, LLC

Mar 31, 26

-62.80K

GTS SECURITIES LLC

Mar 31, 26

-13.86K

GWN SECURITIES INC.

Mar 31, 26

-6.87K

CIBC Private Wealth Group, LLC

2.52K

Dec 31, 25

+966

0.02%

Global Retirement Partners, LLC

1.44K

Dec 31, 25

+600

0.01%

Watts Gwilliam & Co., LLC

21.40K

Sep 30, 25

0.15%

AllSquare Wealth Management LLC

4.02K

Sep 30, 25

+200

0.03%

Accredited Wealth Management, LLC

125

Sep 30, 25

-145

0.00%

AVANTAX ADVISORY SERVICES, INC.

12.67K

Jun 30, 25

+1.64K

0.09%

Householder Group Estate & Retirement Specialist, LLC

74.90K

Dec 31, 24

+13.80K

0.51%

Merriman Wealth Management, LLC

15.24K

Dec 31, 24

+1.61K

0.10%

AlphaMark Advisors, LLC

250

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

223.02K

Sep 30, 24

-138.87K

1.53%

Raymond James Financial Services Advisors, Inc.

124.58K

Sep 30, 24

-1.99K

0.85%

Carmichael Hill & Associates, Inc.

1.07K

Sep 30, 24

0.01%

Planning Capital Management Corp

Sep 30, 24

0.00%

Private Ocean, LLC

4.59K

Jun 30, 24

+4.59K

0.03%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

1.67K

Jun 30, 24

0.01%

Cetera Advisors LLC

30.66K

Mar 31, 24

+7.08K

0.21%

Cetera Advisor Networks LLC

11.45K

Mar 31, 24

+11.45K

0.08%

Highlander Capital Management, LLC

275

Mar 31, 24

0.00%

Antonetti Capital Management LLC

100

Sep 30, 23

-70

0.00%