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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
   PROSPERA FINANCIAL SERVICES 315 *New 2023-12-31 92,676 $1,917,000 92,676
   Provident Wealth Management LLC 43 *New 2024-03-31 30,049 $624,000 30,049
   Fox Hill Wealth Management 72 *New 2024-03-31 17,150 $356,000 17,150
   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
   Western Wealth Management LLC 571 *New 2024-03-31 11,493 $239,000 11,493
   Insight Advisors LLC/ PA 262 *New 2024-03-31 11,414 $237,000 11,414
   MARINER WEALTH ADVISORS, LLC 2628 *New 2023-12-31 10,386 $215,000 10,386
   SWEENEY & MICHEL LLC 100 *New 2023-09-30 10,794 $186,000 10,794
   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
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 273 *New 2024-03-31 1,672 $35,000 1,672
   MORGAN STANLEY 6182 *New 2023-12-31 1,125 $23,000 1,125
   Farther Finance Advisors LLC 2198 *New 2023-12-31 164 $3,000 164
   Coppell Advisory Solutions LLC 1856 *New 2023-12-31 2 $0 2
  15 Records found
  1    
  Page 1 of 1
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