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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
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1512 - 2024-03-31 121,613 $2,526,000 9,953
   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
   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
   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
   Householder Group Estate & Retirement Specialist L 69 - 2024-03-31 49,865 $1,036,000 13,840
   BANK OF AMERICA CORP /DE/ 4009 - 2023-12-31 48,323 $1,000,000 48,053
   COMMONWEALTH EQUITY SERVICES LLC. 2263 - 2024-03-31 45,762 $950,000 30,539
   MULTIFINANCIAL SECURITIES CORP 1137 - 2023-12-31 23,577 $488,000 3,533
   First Command Advisory Services Inc. 114 - 2024-03-31 3,662 $444,000 1,662
   Kingsview Wealth Management LLC 696 - 2024-03-31 20,777 $432,000 3,280
   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
   Smartleaf Asset Management LLC 392 - 2024-03-31 6,490 $136,000 102
   ROYAL BANK OF CANADA 4845 - 2023-12-31 5,723 $118,000 5,584
   Steward Partners Investment Advisory LLC 1816 - 2023-12-31 3,516 $73,000 166
   HARBOUR INVESTMENTS INC. 1505 - 2023-12-31 2,114 $44,000 4
   PSI Advisors LLC 298 - 2024-03-31 1,783 $37,000 245
   Spire Wealth Management 1500 - 2024-03-31 1,000 $21,000 794
   Register Financial Advisors LLC 480 - 2024-03-31 700 $15,000 700
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2921 - 2023-12-31 100 $2,000 100
   FMR LLC 4572 - 2023-12-31 29 $1,000 9
  27 Records found
  1    
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