Wisdomtree AI and InnovationWTAIETF
13F holders, Q4 2024 (December 31)91holders +4
13new positions
13sold out
1famous investor
$22.02avg. 13F price*
At the end of Q4 2024, 91 institutions reported holding Wisdomtree AI and Innovation (WTAI) in their 13F filings, up 4 from Q3 2024. 13 opened new positions and 13 sold out. The largest holders were Hennion & Walsh Asset Management, Inc. ($17.3M), LPL Financial LLC ($7.8M) and Raymond James Financial Inc. ($6.8M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.8M |
| Exits | 13 | $6.3M |
All 13F filers, Q3 2024 → Q4 2024: 224,415 shares bought and 492,144 shares sold, net −267,729 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Hennion & Walsh Asset Management, Inc. | 0.78% | Add +3.8% | 784,659 | $17.3M |
| LPL Financial LLC | 0.00% | Add +6.6% | 356,703 | $7.8M |
| Raymond James Financial Inc. | 0.00% | — | 307,050 | $6.8M |
| Advisory Services Network, LLC | 0.13% | Reduce -8.8% | 306,882 | $6.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +1.0% | 148,632 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Add +3.8% | 118,014 | $2.6M |
| Truist Financial Corp. | 0.00% | Add +3.3% | 103,164 | $2.3M |
| Prospera Financial Services Inc | 0.05% | Add +2.9% | 99,191 | $2.2M |
| Bank of America Corp. | 0.00% | Reduce -46.2% | 78,660 | $1.7M |
| Householder Group Estate & Retirement Specialist, LLC | 1.23% | Add +22.6% | 74,896 | $1.6M |
| Orca Investment Management, LLC | 1.50% | Reduce -0.2% | 72,545 | $1.6M |
| AdvisorNet Financial, Inc | 0.13% | Reduce -0.2% | 71,763 | $1.6M |
| Cascade Financial Partners, LLC | 0.15% | No change | 53,370 | $1.2M |
| Waddell & Associates, LLC | 0.12% | No change | 53,171 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.6% | 52,730 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +0.0% | 49,558 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.5% | 48,838 | $1.1M |
| Nwam LLC | 0.07% | New | 48,226 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -25.6% | 42,487 | $935K |
| Stifel Financial Corp. | 0.00% | Reduce -4.0% | 42,433 | $934K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.8% | 39,555 | $870K |
| Bison Wealth, LLC | 0.08% | — | 29,426 | $647K |
| Insight Advisors, LLC/ PA | 0.09% | Add +23.3% | 24,984 | $554K |
| D. E. Shaw & Co. | 0.00% | Reduce -58.8% | 19,222 | $423K |
| MML Investors Services, LLC | 0.00% | Add +4.2% | 18,151 | $399K |
| Janney Montgomery Scott LLC | 0.00% | Add +24.9% | 17,873 | $393K |
| Osaic Holdings, Inc. | 0.00% | Add +1.2% | 17,778 | $391K |
| Creative Planning | 0.00% | Reduce -6.3% | 16,880 | $371K |
| Fox Hill Wealth Management | 0.20% | Reduce -1.4% | 16,430 | $361K |
| EWG Elevate Inc. | 0.10% | New | 15,426 | $339K |
| Merriman Wealth Management, LLC | 0.01% | Add +11.8% | 15,242 | $335K |
| Cetera Investment Advisers | 0.00% | Reduce -53.8% | 15,181 | $334K |
| Acorn Wealth Advisors, LLC | 0.12% | Add +0.7% | 13,216 | $291K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 13,188 | $290K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +11.0% | 12,558 | $276K |
| Ameriprise Financial Inc. | 0.00% | New | 11,388 | $251K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 11,300 | $249K |
| Provident Wealth Management, LLC | 0.08% | Reduce -27.9% | 11,299 | $249K |
| Wealth Alliance Advisory Group, LLC | 0.05% | No change | 10,942 | $241K |
| Transcend Capital Advisors, LLC | 0.02% | Add +1.8% | 10,724 | $236K |
| Apexium Financial, LP | 0.01% | New | 10,666 | $235K |
| Lido Advisors, LLC | 0.00% | New | 10,376 | $228K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -18.4% | 9,730 | $214K |
| Envestnet Asset Management Inc. | 0.00% | New | 9,574 | $211K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | New | 9,570 | $211K |
| Key Financial Inc | 0.05% | No change | 9,459 | $208K |
| Geneos Wealth Management Inc. | 0.01% | No change | 9,375 | $206K |
| GWN Securities Inc. | 0.05% | — | 8,527 | $202K |
| Sherman Asset Management, Inc. | 0.18% | — | 9,035 | $199K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -1.6% | 6,259 | $139K |
| Accredited Wealth Management, LLC | 0.11% | — | 5,941 | $131K |
| Barclays PLC | 0.00% | New | 4,000 | $88K |
| Allworth Financial LP | 0.00% | Reduce -17.5% | 3,319 | $79K |
| AllSquare Wealth Management LLC | 0.04% | Add +16.9% | 3,388 | $75K |
| Larson Financial Group LLC | 0.00% | No change | 2,500 | $55K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 2,393 | $53K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -22.1% | 2,190 | $49K |
| First Command Advisory Services, Inc. | 0.00% | No change | 2,000 | $44K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,000 | $44K |
| AE Wealth Management LLC | 0.00% | New | 1,778 | $39K |
| Harbor Investment Advisory, LLC | 0.00% | Add +67.8% | 1,619 | $36K |
| UBS Group AG | 0.00% | Reduce -78.5% | 1,501 | $33K |
| Arax Advisory Partners | 0.00% | Add +16.3% | 1,428 | $31K |
| Morgan Stanley | 0.00% | Reduce -55.3% | 1,334 | $29K |
| Creative Financial Designs Inc. | 0.00% | New | 1,333 | $29K |
| Transce3nd, LLC | 0.01% | — | 1,263 | $28K |
| Comprehensive Financial Planning, Inc. | 0.02% | — | 1,104 | $24K |
| MAI Capital Management | 0.00% | New | 1,071 | $24K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,050 | $23K |
| EPG Wealth Management LLC | 0.01% | No change | 1,000 | $22K |
| JNBA Financial Advisors | 0.00% | No change | 1,000 | $22K |
| Jones Financial Companies LLLP | 0.00% | New | 727 | $16K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 650 | $14K |
| Centerpoint Advisors, LLC | 0.00% | No change | 575 | $13K |
| PSI Advisors, LLC | 0.00% | Reduce -79.0% | 488 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 466 | $10K |
| MCF Advisors LLC | 0.00% | No change | 400 | $9K |
| JPMorgan Chase & Co. | 0.00% | No change | 385 | $8K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 315 | $7K |
| Wiser Advisor Group LLC | 0.01% | No change | 310 | $7K |
| Park Square Financial Group, LLC | 0.00% | — | 300 | $7K |
| AlphaMark Advisors, LLC | 0.00% | No change | 250 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 270 | $6K |
| Cwm, LLC | 0.00% | Add +0.6% | 177 | $4K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 100 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | — | 63 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 55 | $1K |
| FMR LLC | 0.00% | Reduce -75.9% | 53 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 48 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 2 | $46 |
| Simplex Trading, LLC | 0.00% | Reduce -91.7% | 25 | $0 |
"% of holder's portfolio" is WTAI's weight in each manager's 13F, not the share of Wisdomtree AI and Innovation the manager owns.