Wisdomtree AI and InnovationWTAIETF
13F holders, Q1 2024 (March 31)78holders
2famous investors
$20.86avg. 13F price*
At the end of Q1 2024, 78 institutions reported holding Wisdomtree AI and Innovation (WTAI) in their 13F filings. The largest holders were Stratos Wealth Partners, LTD. ($16.8M), Kestra Advisory Services, LLC ($14.0M) and Advisory Services Network, LLC ($7.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Wisdomtree AI and Innovation
- CUSIP
- 97717Y543
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $6.4M |
| Exits | 10 | $7.3M |
Ownership 78 holders
| Stratos Wealth Partners, LTD. | 0.28% | Add +21.5% | 809,365 | $16.8M |
| Kestra Advisory Services, LLC | 0.09% | Add +7.8% | 675,794 | $14.0M |
| Advisory Services Network, LLC | 0.16% | Reduce -4.9% | 350,942 | $7.3M |
| LPL Financial LLC | 0.00% | Add +36.6% | 287,988 | $6.0M |
| Raymond James & Associates | 0.00% | Add +113.4% | 287,975 | $6.0M |
| Bank of America Corp. | 0.00% | Add +431.9% | 257,046 | $5.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +8.9% | 121,613 | $2.5M |
| Prospera Financial Services Inc | 0.06% | Add +2.0% | 94,521 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +1.7% | 90,338 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +25.3% | 86,999 | $1.8M |
| Masso Torrence Wealth Management Inc. | 0.88% | Reduce -8.0% | 71,710 | $1.5M |
| AdvisorNet Financial, Inc | 0.13% | Add +9014.6% | 64,805 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +45.6% | 54,119 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +33.6% | 53,822 | $1.1M |
| Citadel Advisors | 0.00% | New | 51,724 | $1.1M |
| Householder Group Estate & Retirement Specialist, LLC | 0.31% | Add +38.4% | 49,865 | $1.0M |
| Waddell & Associates, LLC | 0.14% | No change | 49,128 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +200.6% | 45,762 | $950K |
| Cetera Investment Advisers | 0.00% | New | 43,050 | $894K |
| D. E. Shaw & Co. | 0.00% | New | 33,979 | $706K |
| MML Investors Services, LLC | 0.00% | Add +103.4% | 33,765 | $701K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.4% | 32,204 | $669K |
| Provident Wealth Management, LLC | 0.23% | New | 30,049 | $624K |
| Envestnet Asset Management Inc. | 0.00% | New | 26,182 | $544K |
| First Command Advisory Services, Inc. | 0.00% | Add +83.1% | 3,662 | $444K |
| Manhattan West Asset Management, LLC | 0.11% | New | 21,220 | $441K |
| Kingsview Wealth Management, LLC | 0.01% | Add +18.8% | 20,777 | $432K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -11.2% | 19,817 | $412K |
| Jane Street Group, LLC | 0.00% | Reduce -85.7% | 17,713 | $368K |
| Fox Hill Wealth Management | 0.24% | New | 17,150 | $356K |
| Moloney Securities Asset Management, LLC | 0.05% | No change | 16,644 | $346K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 15,712 | $326K |
| Creative Planning | 0.00% | New | 14,256 | $296K |
| Sweeney & Michel, LLC | 0.12% | — | 13,460 | $272K |
| Western Wealth Management, LLC | 0.02% | New | 11,493 | $239K |
| Merriman Wealth Management, LLC | 0.01% | New | 11,490 | $239K |
| Insight Advisors, LLC/ PA | 0.05% | New | 11,414 | $237K |
| Wealth Alliance Advisory Group, LLC | 0.05% | Add +0.4% | 10,942 | $227K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | New | 10,071 | $209K |
| MRA Advisory Group | 0.12% | Reduce -9.3% | 9,701 | $201K |
| Geneos Wealth Management Inc. | 0.01% | No change | 9,375 | $195K |
| Key Financial Inc | 0.04% | Add +60.1% | 8,044 | $167K |
| Smartleaf Asset Management LLC | 0.03% | Add +1.6% | 6,490 | $135K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +52.9% | 5,376 | $112K |
| Allworth Financial LP | 0.00% | New | 4,021 | $84K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,810 | $59K |
| SYM FINANCIAL Corp | 0.01% | Add +0.0% | 2,785 | $58K |
| Harbour Investments, Inc. | 0.00% | Add +14.2% | 2,415 | $50K |
| PSI Advisors, LLC | 0.01% | Add +15.9% | 1,783 | $37K |
| Institutional & Family Asset Management, LLC | 0.01% | New | 1,672 | $35K |
| Stone House Investment Management, LLC | 0.01% | New | 1,400 | $29K |
| Morgan Stanley | 0.00% | Add +11.2% | 1,251 | $26K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 1,071 | $22K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,050 | $22K |
| EPG Wealth Management LLC | 0.01% | No change | 1,000 | $21K |
| JNBA Financial Advisors | 0.00% | No change | 1,000 | $21K |
| Spire Wealth Management | 0.00% | Add +385.4% | 1,000 | $21K |
| UMB Bank, n.a. | 0.00% | No change | 770 | $16K |
| Ancora Advisors LLC | 0.00% | No change | 750 | $16K |
| Register Financial Advisors LLC | 0.01% | New | 700 | $15K |
| Main Street Group, LTD | 0.01% | New | 660 | $14K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 650 | $14K |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.3% | 600 | $12K |
| Centerpoint Advisors, LLC | 0.00% | No change | 575 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 537 | $11K |
| FMR LLC | 0.00% | Add +1693.1% | 520 | $11K |
| CoreCap Advisors, LLC | 0.00% | New | 507 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | New | 335 | $7K |
| Scarborough Advisors, LLC | 0.00% | No change | 275 | $6K |
| Highlander Capital Management, LLC | 0.00% | No change | 275 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 270 | $6K |
| AlphaMark Advisors, LLC | 0.00% | No change | 250 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 214 | $4K |
| Cwm, LLC | 0.00% | No change | 176 | $4K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 100 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 100 | $2K |
| Rise Advisors, LLC | 0.00% | No change | 60 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -66.5% | 55 | $1K |
"% of holder's portfolio" is WTAI's weight in each manager's 13F, not the share of Wisdomtree AI and Innovation the manager owns.