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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 210 - 2023-12-31 626,694 $12,966,000 -46,958
   ADVISORY SERVICES NETWORK, LLC 108 - 2023-12-31 369,093 $7,637,000 42,182
   RAYMOND JAMES & ASSOCIATES 1459 - 2024-03-31 287,975 $5,981,000 153,039
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1181 - 2023-12-31 219,479 $4,541,000 137,348
   LPL FINANCIAL CORP 1764 - 2023-12-31 210,808 $4,362,000 44,981
   JANE STREET GROUP LLC 2146 - 2023-12-31 123,966 $2,565,000 -693,087
   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 1273 - 2023-12-31 88,827 $1,838,000 1,668
   BANK OF MONTREAL /CAN/ 1433 - 2023-12-31 74,683 $1,569,000 24,440
   Masso Torrence Wealth Management Inc. 26 - 2024-03-31 71,710 $1,489,000 -6,218
   STIFEL FINANCIAL CORP 1896 - 2023-12-31 69,428 $1,436,000 52,094
   AdvisorNet Financial Inc 171 - 2024-03-31 64,805 $1,346,000 64,094
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1638 - 2024-03-31 53,822 $1,118,000 13,547
   WADDELL & ASSOCIATES LLC 44 - 2023-12-31 49,128 $1,016,000 23,792
   BANK OF AMERICA CORP /DE/ 4009 - 2023-12-31 48,323 $1,000,000 48,053
   Private Advisor Group LLC 1247 - 2023-12-31 37,177 $769,000 19,128
   Householder Group Estate & Retirement Specialist L - 2023-12-31 36,025 $745,000 26,025
   Advisor Group Holdings Inc. 2861 - 2023-12-31 33,677 $697,000 -163,611
   Provident Wealth Management LLC 43 *New 2024-03-31 30,049 $624,000 30,049
   MULTIFINANCIAL SECURITIES CORP 1137 - 2023-12-31 23,577 $488,000 3,533
   Belpointe Asset Management LLC 387 - 2023-12-31 22,552 $467,000 624
   Rockefeller Capital Management L.P. 1357 - 2023-12-31 22,321 $462,000 -2,129
   Kingsview Wealth Management LLC 715 - 2023-12-31 17,497 $362,000 3,954
   Fox Hill Wealth Management 72 *New 2024-03-31 17,150 $356,000 17,150
   Moloney Securities Asset Management LLC 312 - 2023-12-31 16,644 $344,000 -1,783
   MML INVESTORS SERVICES LLC 1960 *New 2023-12-31 16,597 $343,000 16,597
   FLAGSHIP HARBOR ADVISORS LLC 501 *New 2024-03-31 15,712 $326,000 15,712
   COMMONWEALTH EQUITY SERVICES LLC. 3061 *New 2023-12-31 15,223 $315,000 15,223
   Wealth Alliance Advisory Group LLC 168 - 2024-03-31 10,942 $227,000 42
   Morris Retirement Advisors LLC 87 - 2023-12-31 10,701 $221,000 -99,470
   MARINER WEALTH ADVISORS, LLC 2628 *New 2023-12-31 10,386 $215,000 10,386
   HALBERT, HARGROVE/RUSSELL LLC 81 - 2024-03-31 10,071 $209,000 10,071
   Geneos Wealth Management Inc. - 2023-12-31 9,375 $194,000 600
   SWEENEY & MICHEL LLC 100 *New 2023-09-30 10,794 $186,000 10,794
   WELLINGTON SHIELDS & CO., LLC 212 *New 2023-12-31 8,500 $176,000 8,500
   Smartleaf Asset Management LLC 378 - 2023-12-31 6,388 $134,000 0
   ROYAL BANK OF CANADA 4845 - 2023-12-31 5,723 $118,000 5,584
   Key Financial Inc 302 - 2023-12-31 5,024 $104,000 0
   WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC 261 *New 2023-12-31 4,500 $93,000 4,500
   HANSON MCCLAIN, INC. 1074 *New 2024-03-31 4,021 $84,000 4,021
   Steward Partners Investment Advisory LLC 1816 - 2023-12-31 3,516 $73,000 166
   SYM FINANCIAL CORPORATION 132 - 2023-12-31 2,784 $58,000 6
   HARBOUR INVESTMENTS INC. 1505 - 2023-12-31 2,114 $44,000 4
   First Command Advisory Services Inc. 259 - 2023-12-31 2,000 $41,000 -1,330
   PSI Advisors LLC 298 - 2024-03-31 1,783 $37,000 245
   MORGAN STANLEY 6182 *New 2023-12-31 1,125 $23,000 1,125
   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
   EPG Wealth Management LLC 343 - 2023-12-31 1,000 $21,000 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
   UMB BANK N A/MO 1151 - 2024-03-31 770 $16,000 0
   ANCORA ADVISORS, LLC 1132 - 2023-12-31 750 $16,000 0
   J P MORGAN CHASE & CO 4986 *New 2023-12-31 762 $16,000 762
   Register Financial Advisors LLC 480 - 2024-03-31 700 $15,000 700
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - 2023-12-31 650 $13,000 -5
   Centerpoint Advisors LLC 315 - 2023-12-31 575 $12,000 0
   PNC FINANCIAL SERVICES GROUP INC 3631 - 2023-12-31 537 $11,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 275 $6,000 0
   Scarborough Advisors LLC 460 *New 2023-12-31 275 $6,000 275
   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 3194 - 2023-12-31 214 $4,000 0
   Farther Finance Advisors LLC 2198 *New 2023-12-31 164 $3,000 164
   ANTONETTI CAPITAL MANAGEMENT LLC 265 - 2023-09-30 100 $2,000 -70
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2921 - 2023-12-31 100 $2,000 100
   MEADOWBROOK INVESTMENT ADVISORS LLC 310 *New 2023-12-31 100 $2,000 100
   CALDWELL SUTTER CAPITAL INC. 761 - 2024-03-31 100 $2,000 0
   FMR LLC 4572 - 2023-12-31 29 $1,000 9
   Rise Advisors LLC 1190 - 2024-03-31 60 $1,000 0
   AE Wealth Management LLC 2144 *Closed 2023-12-31 0 $0 -12,612
   Private Ocean LLC 497 *Closed 2024-03-31 0 $0 -4,590
   FLOW TRADERS U.S. LLC 992 *Closed 2023-12-31 0 $0 -41,547
   PROEQUITIES INC. 6024 - 2023-12-31 0 $0 0
   SIMPLEX TRADING LLC 3118 *Closed 2024-03-31 0 $0 -935
   Concord Wealth Partners 1000 *Closed 2023-12-31 0 $0 -670
   Coppell Advisory Solutions LLC 1856 *New 2023-12-31 2 $0 2
   Stone House Investment Management LLC 381 *Closed 2023-12-31 0 $0 -100
  80 Records found
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