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Get Institutions for : 
Wisdomtree Artificial Intelligence And Innov Fund (WTAI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 67    10
Total shares held : 
 3,345,806  
% of shares held : 
 40.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   26  
Amount of shares held : 
 -208,548  
% of shares held change : 
   -2.5%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 267,622
 8%
 
Increased Positions :
25
 601,624
 17.98%
 
Unchanged Positions :
17
 29,720
 0.89%
 
Decreased Positions :
9
-1,010,452
-30.2%
 
Closed Positions :
6
-67,342
-2.01%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Stratos Wealth Partners LTD. 69 - 2024-03-31 809,365 $16,811,000 143,404
   Kestra Advisory Services LLC 228 - 2024-03-31 675,794 $14,036,000 49,100
   ADVISORY SERVICES NETWORK, LLC 143 - 2024-03-31 350,942 $7,289,000 -18,151
   LPL FINANCIAL CORP 1645 - 2024-03-31 287,988 $5,982,000 77,180
   RAYMOND JAMES & ASSOCIATES 1459 - 2024-03-31 287,975 $5,981,000 153,039
   BANK OF AMERICA CORP /DE/ 2912 - 2024-03-31 257,046 $5,339,000 208,723
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1512 - 2024-03-31 121,613 $2,526,000 9,953
   PROSPERA FINANCIAL SERVICES 315 *New 2023-12-31 92,676 $1,917,000 92,676
   BB&T CORP 1292 - 2024-03-31 90,338 $1,876,000 1,511
   STIFEL FINANCIAL CORP 1785 - 2024-03-31 86,999 $1,807,000 17,571
   Masso Torrence Wealth Management Inc. 26 - 2024-03-31 71,710 $1,489,000 -6,218
   AdvisorNet Financial Inc 171 - 2024-03-31 64,805 $1,346,000 64,094
   Private Advisor Group LLC 1110 - 2024-03-31 54,119 $1,124,000 16,942
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1638 - 2024-03-31 53,822 $1,118,000 13,547
   CITADEL ADVISORS LLC 2996 *New 2024-03-31 51,724 $1,074,000 51,724
   Householder Group Estate & Retirement Specialist L 69 - 2024-03-31 49,865 $1,036,000 13,840
   WADDELL & ASSOCIATES LLC 47 - 2024-03-31 49,128 $1,020,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2263 - 2024-03-31 45,762 $950,000 30,539
   D E SHAW & CO INC 2128 *New 2024-03-31 33,979 $706,000 33,979
   MML INVESTORS SERVICES LLC 1606 - 2024-03-31 33,765 $701,000 17,168
   Advisor Group Holdings Inc. 2682 - 2024-03-31 32,204 $669,000 -1,473
   MULTIFINANCIAL SECURITIES CORP 1438 - 2024-03-31 30,656 $637,000 7,079
   Provident Wealth Management LLC 43 *New 2024-03-31 30,049 $624,000 30,049
   ENVESTNET ASSET MANAGEMENT INC 3350 *New 2024-03-31 26,182 $544,000 26,182
   First Command Advisory Services Inc. 114 - 2024-03-31 3,662 $444,000 1,662
   Manhattan West Asset Management LLC 108 *New 2024-03-31 21,220 $441,000 21,220
   Kingsview Wealth Management LLC 696 - 2024-03-31 20,777 $432,000 3,280
   Rockefeller Capital Management L.P. 1513 - 2024-03-31 19,817 $412,000 -2,504
   JANE STREET GROUP LLC 4170 - 2024-03-31 17,713 $368,000 -106,253
   Fox Hill Wealth Management 72 *New 2024-03-31 17,150 $356,000 17,150
   Moloney Securities Asset Management LLC 319 - 2024-03-31 16,644 $346,000 0
   FLAGSHIP HARBOR ADVISORS LLC 501 *New 2024-03-31 15,712 $326,000 15,712
   CREATIVE PLANNING 2250 *New 2024-03-31 14,256 $296,000 14,256
   SWEENEY & MICHEL LLC 96 - 2024-03-31 13,460 $272,000 2,666
   Western Wealth Management LLC 571 *New 2024-03-31 11,493 $239,000 11,493
   MERRIMAN WEALTH MANAGEMENT, LLC 180 *New 2024-03-31 11,490 $239,000 11,490
   FINANCIAL NETWORK 2451 *New 2024-03-31 11,446 $238,000 11,446
   Insight Advisors LLC/ PA 262 *New 2024-03-31 11,414 $237,000 11,414
   Wealth Alliance Advisory Group LLC 168 - 2024-03-31 10,942 $227,000 42
   HALBERT, HARGROVE/RUSSELL LLC 81 - 2024-03-31 10,071 $209,000 10,071
   Morris Retirement Advisors LLC 95 - 2024-03-31 9,701 $201,000 -1,000
   Geneos Wealth Management Inc. 704 - 2024-03-31 9,375 $195,000 0
   Key Financial Inc 248 - 2024-03-31 8,044 $167,000 3,020
   Smartleaf Asset Management LLC 392 - 2024-03-31 6,490 $136,000 102
   Steward Partners Investment Advisory LLC 1703 - 2024-03-31 5,376 $112,000 1,860
   HANSON MCCLAIN, INC. 1074 *New 2024-03-31 4,021 $84,000 4,021
   Atlantic Trust Group LLC 1603 *New 2024-03-31 2,810 $59,000 2,810
   SYM FINANCIAL CORPORATION 126 - 2024-03-31 2,785 $58,000 1
   HARBOUR INVESTMENTS INC. 1505 - 2023-12-31 2,114 $44,000 4
   PSI Advisors LLC 298 - 2024-03-31 1,783 $37,000 245
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 273 *New 2024-03-31 1,672 $35,000 1,672
   Stone House Investment Management LLC 165 - 2024-03-31 1,400 $29,000 1,400
   MORGAN STANLEY 6185 - 2024-03-31 1,251 $26,000 126
   Carmichael Hill & Associates Inc. 395 - 2024-03-31 1,071 $22,000 0
   Prestige Wealth Management Group LLC 333 - 2024-03-31 1,050 $22,000 0
   Spire Wealth Management 1500 - 2024-03-31 1,000 $21,000 794
   JNBA FINANCIAL ADVISORS 390 - 2024-03-31 1,000 $21,000 0
   EPG Wealth Management LLC 359 - 2024-03-31 1,000 $21,000 0
   UMB BANK N A/MO 1151 - 2024-03-31 770 $16,000 0
   ANCORA ADVISORS, LLC 1165 - 2024-03-31 750 $16,000 0
   Register Financial Advisors LLC 480 - 2024-03-31 700 $15,000 700
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 97 - 2024-03-31 650 $14,000 0
   Main Street Group LTD 383 *New 2024-03-31 660 $14,000 660
   J P MORGAN CHASE & CO 5009 - 2024-03-31 600 $12,000 -162
   Centerpoint Advisors LLC 316 - 2024-03-31 575 $12,000 0
   PNC FINANCIAL SERVICES GROUP INC 3659 - 2024-03-31 537 $11,000 0
   FMR LLC 4083 - 2024-03-31 520 $11,000 491
   Aptus Capital Advisors LLC 1045 *New 2024-03-31 335 $7,000 335
   Scarborough Advisors LLC 238 - 2024-03-31 275 $6,000 0
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 913 *New 2024-03-31 300 $6,000 300
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 275 $6,000 0
   ALPHAMARK ADVISORS LLC 602 - 2024-03-31 250 $5,000 0
   CWM LLC 3732 - 2024-03-31 176 $4,000 0
   Goss Wealth Management LLC 3226 - 2024-03-31 214 $4,000 0
   ANTONETTI CAPITAL MANAGEMENT LLC 265 - 2023-09-30 100 $2,000 -70
   CALDWELL SUTTER CAPITAL INC. 761 - 2024-03-31 100 $2,000 0
   MEADOWBROOK INVESTMENT ADVISORS LLC 311 - 2024-03-31 100 $2,000 0
   Rise Advisors LLC 1190 - 2024-03-31 60 $1,000 0
   Farther Finance Advisors LLC 2989 - 2024-03-31 55 $1,000 -109
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5506 *Closed 2024-03-31 0 $0 -219,479
   Private Ocean LLC 497 *Closed 2024-03-31 0 $0 -4,590
   Belpointe Asset Management LLC 807 *Closed 2024-03-31 0 $0 -22,552
   MARINER WEALTH ADVISORS, LLC 3218 *Closed 2024-03-31 0 $0 -10,386
   WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC 313 *Closed 2024-03-31 0 $0 -4,500
   WELLINGTON SHIELDS & CO., LLC 307 *Closed 2024-03-31 0 $0 -8,500
   SIMPLEX TRADING LLC 3118 *Closed 2024-03-31 0 $0 -935
   PROEQUITIES INC. 8935 - 2024-03-31 0 $0 0
   BANK OF MONTREAL /CAN/ 3717 *Closed 2024-03-31 0 $0 -74,683
   Coppell Advisory Solutions LLC 1856 *New 2023-12-31 2 $0 2
   ROYAL BANK OF CANADA 6936 *Closed 2024-03-31 0 $0 -5,723
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3778 *Closed 2024-03-31 0 $0 -100
  91 Records found
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