Wisdomtree AI and InnovationWTAIETF
13F holders, Q2 2024 (June 30)89holders +11
22new positions
9sold out
2famous investors
$20.90avg. 13F price*
At the end of Q2 2024, 89 institutions reported holding Wisdomtree AI and Innovation (WTAI) in their 13F filings, up 11 from Q1 2024. 22 opened new positions and 9 sold out. The largest holders were Stratos Wealth Partners, LTD. ($17.9M), Hennion & Walsh Asset Management, Inc. ($15.5M) and Kestra Advisory Services, LLC ($8.9M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $20.1M |
| Exits | 9 | $2.2M |
All 13F filers, Q1 2024 → Q2 2024: 1,489,592 shares bought and 429,895 shares sold, net +1,059,697 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Stratos Wealth Partners, LTD. | 0.29% | Add +6.0% | 857,546 | $17.9M |
| Hennion & Walsh Asset Management, Inc. | 0.79% | New | 740,164 | $15.5M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -36.8% | 427,411 | $8.9M |
| Bank of America Corp. | 0.00% | Add +48.5% | 381,799 | $8.0M |
| LPL Financial LLC | 0.00% | Add +32.3% | 380,891 | $8.0M |
| Raymond James & Associates | 0.01% | Add +25.7% | 361,891 | $7.6M |
| Advisory Services Network, LLC | 0.15% | Reduce -4.1% | 336,657 | $7.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.1% | 126,560 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +10.7% | 96,307 | $2.0M |
| Prospera Financial Services Inc | 0.06% | Add +0.9% | 95,405 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +1.2% | 91,451 | $1.9M |
| Masso Torrence Wealth Management Inc. | 0.84% | Add +0.5% | 72,073 | $1.5M |
| AdvisorNet Financial, Inc | 0.14% | Add +11.0% | 71,937 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 63,411 | $1.3M |
| Householder Group Estate & Retirement Specialist, LLC | 0.36% | Add +24.1% | 61,865 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +249.1% | 61,832 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Add +79.5% | 61,005 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +207.3% | 60,889 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +8.4% | 58,685 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.2% | 49,531 | $1.0M |
| Waddell & Associates, LLC | 0.13% | Reduce -1.6% | 48,353 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -4.0% | 41,333 | $864K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -33.3% | 35,899 | $750K |
| Cascade Financial Partners, LLC | 0.07% | New | 26,015 | $544K |
| MML Investors Services, LLC | 0.00% | Reduce -29.5% | 23,797 | $497K |
| Millennium Management | 0.00% | New | 23,362 | $488K |
| Provident Wealth Management, LLC | 0.18% | Reduce -22.5% | 23,300 | $487K |
| Ameriprise Financial Inc. | 0.00% | New | 21,030 | $439K |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.0% | 20,917 | $437K |
| Manhattan West Asset Management, LLC | 0.12% | Reduce -3.4% | 20,502 | $428K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +29.6% | 20,361 | $425K |
| Creative Planning | 0.00% | Add +36.9% | 19,519 | $408K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.1% | 17,256 | $361K |
| Fox Hill Wealth Management | 0.22% | Add +0.4% | 17,212 | $360K |
| Sweeney & Michel, LLC | 0.14% | Add +15.8% | 15,590 | $335K |
| Insight Advisors, LLC/ PA | 0.06% | Add +38.1% | 15,769 | $329K |
| Merriman Wealth Management, LLC | 0.01% | Add +27.2% | 14,619 | $305K |
| Kovack Advisors, Inc. | 0.03% | New | 13,769 | $288K |
| Acorn Wealth Advisors, LLC | 0.14% | New | 13,124 | $274K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 11,540 | $241K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.0% | 11,378 | $238K |
| United Capital Financial Advisors, LLC | 0.00% | New | 11,300 | $236K |
| Wealth Alliance Advisory Group, LLC | 0.05% | No change | 10,942 | $229K |
| Transcend Capital Advisors, LLC | 0.02% | New | 10,299 | $215K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -2.6% | 9,813 | $205K |
| Avantax Advisory Services, Inc. | 0.00% | New | 9,633 | $201K |
| Key Financial Inc | 0.05% | Add +17.6% | 9,459 | $198K |
| Geneos Wealth Management Inc. | 0.01% | No change | 9,375 | $196K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +61.1% | 8,661 | $181K |
| International Assets Investment Management, LLC | 0.01% | New | 6,965 | $146K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -2.8% | 6,306 | $131K |
| Private Ocean, LLC | 0.01% | New | 4,590 | $96K |
| Allworth Financial LP | 0.00% | No change | 4,021 | $82K |
| CIBC Private Wealth Group LLC | 0.00% | Add +17.3% | 3,295 | $72K |
| Morgan Stanley | 0.00% | Add +138.4% | 2,983 | $62K |
| PSI Advisors, LLC | 0.02% | Add +42.1% | 2,534 | $53K |
| Larson Financial Group LLC | 0.00% | New | 2,500 | $52K |
| Harbour Investments, Inc. | 0.00% | Reduce -10.3% | 2,165 | $45K |
| AllSquare Wealth Management LLC | 0.03% | New | 2,137 | $45K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -45.4% | 2,000 | $42K |
| JPMorgan Chase & Co. | 0.00% | Add +218.8% | 1,913 | $40K |
| Institutional & Family Asset Management, LLC | 0.01% | No change | 1,672 | $35K |
| PNC Financial Services Group, Inc. | 0.00% | Add +193.8% | 1,578 | $33K |
| Wells Fargo & Company | 0.00% | New | 1,222 | $26K |
| Simplex Trading, LLC | 0.00% | New | 1,153 | $24K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 1,071 | $22K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,050 | $22K |
| JNBA Financial Advisors | 0.00% | No change | 1,000 | $21K |
| Harbor Investment Advisory, LLC | 0.00% | New | 965 | $20K |
| Register Financial Advisors LLC | 0.01% | No change | 700 | $15K |
| Main Street Group, LTD | 0.01% | No change | 660 | $14K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 650 | $14K |
| Ancora Advisors LLC | 0.00% | Reduce -14.9% | 638 | $13K |
| Centerpoint Advisors, LLC | 0.00% | No change | 575 | $12K |
| Spire Wealth Management | 0.00% | Reduce -50.0% | 500 | $10K |
| NewEdge Advisors, LLC | 0.00% | Add +46.7% | 314 | $7K |
| Hoey Investments, Inc. | 0.00% | New | 300 | $6K |
| Scarborough Advisors, LLC | 0.00% | No change | 275 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 270 | $6K |
| Great Lakes Retirement, Inc. | 0.00% | New | 240 | $5K |
| AlphaMark Advisors, LLC | 0.00% | No change | 250 | $5K |
| Cwm, LLC | 0.00% | No change | 176 | $4K |
| FMR LLC | 0.00% | Reduce -65.4% | 180 | $4K |
| Wiser Advisor Group LLC | 0.00% | New | 110 | $2K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 100 | $2K |
| Rise Advisors, LLC | 0.00% | No change | 60 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 55 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | — | 2 | $42 |
| Planning Capital Management Corp | 0.00% | New | 1 | $21 |
"% of holder's portfolio" is WTAI's weight in each manager's 13F, not the share of Wisdomtree AI and Innovation the manager owns.