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Wisdomtree AI and Innovation (WTAI)

CUSIP: 97717Y543 | NYSE | 247 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC1,079,174
0.0% of portfolio›$47.1M
Kestra Advisory Services, LLC382,657
0.0% of portfolio›$16.7M
Assetmark, Inc239,585
0.0% of portfolio›$10.5M
Commonwealth Equity Services, LLC122,132
0.0% of portfolio›$5.3M
Prospera Financial Services Inc86,114
0.0% of portfolio›$3.1M
Truist Financial Corp80,607
0.0% of portfolio›$3.5M
Berbice Capital Management LLC78,764
1.7% of portfolio›$3.4M
AdvisorNet Financial, Inc70,389
0.1% of portfolio›$2.8M
Integrated Advisors Network LLC61,773
0.1% of portfolio›$2.7M
Perigon Wealth Management, LLC46,378
0.0% of portfolio›$2.0M
Creative Financial Designs Inc45,333
0.1% of portfolio›$2.0M
Cambridge Investment Research Advisors, Inc.36,283
0.0% of portfolio›$1.6K
Creative Planning25,450
0.0% of portfolio›$1.1M
Clearstead Advisors, LLC22,050
0.0% of portfolio›$963.4K
Bison Wealth, LLC20,383
0.1% of portfolio›$875.2K
WMG Financial Advisors, LLC20,335
0.4% of portfolio›$965.3K
Independent Financial Group, LLC19,234
0.0% of portfolio›$840.3K
Solstein Capital, LLC18,781
0.3% of portfolio›$820.5K
Sweeney & Michel, LLC16,834
0.2% of portfolio›$735.5K
Kestra Private Wealth Services, LLC16,116
0.0% of portfolio›$704.1K
Integrity Alliance, Llc.16,034
0.0% of portfolio›$700.5K
Waldron Private Wealth LLC15,621
0.0% of portfolio›$682.5K
Capital Investment Counsel, LLC12,798
0.1% of portfolio›$559.1K
Acorn Wealth Advisors, LLC10,491
0.1% of portfolio›$458.3K
Bryn Mawr Trust Advisors, LLC10,044
0.0% of portfolio›$438.8K
Evanson Financial, LLC9,565
0.0% of portfolio›$417.9K
International Assets Investment Management, LLC8,985
0.0% of portfolio›$399.7K
Wealthcare Advisory Partners LLC8,980
0.0% of portfolio›$392.3K
W.H. Cornerstone Investments Inc.8,381
0.2% of portfolio›$366.2K
Strategic Blueprint, LLC7,894
0.0% of portfolio›$344.9K
Key FInancial Inc7,783
0.1% of portfolio›$340.0K
Sherman Asset Management, Inc.7,188
0.2% of portfolio›$314.0K
Halbert Hargrove Global Advisors, LLC6,922
0.0% of portfolio›$302.4K
Valmark Advisers, Inc.6,911
0.0% of portfolio›$301.9K
Ashton Thomas Private Wealth, LLC6,860
0.0% of portfolio›$299.7K
MRA Advisory Group6,709
0.1% of portfolio›$293.1K
Garrett Wealth Advisory Group, LLC6,698
0.0% of portfolio›$292.6K
Procyon Advisors, LLC6,620
0.0% of portfolio›$289.2K
Clearwater Capital Advisors, LLC6,508
0.0% of portfolio›$284.3K
Apollon Financial, LLC6,440
0.0% of portfolio›$281.4K
Atria Investments, Inc6,256
0.0% of portfolio›$273.3K
Peddock Capital Advisors, LLC6,255
0.1% of portfolio›$273.3K
Barry Investment Advisors, LLC5,601
0.0% of portfolio›$244.7K
Flagship Harbor Advisors, LLC5,531
0.0% of portfolio›$241.6K
Wedbush Securities Inc5,495
0.0% of portfolio›$240
First Command Advisory Services, Inc.5,363
0.0% of portfolio›$234.3K
Savant Capital, LLC5,265
0.0% of portfolio›$230.0K
Certified Advisory Corp4,899
0.0% of portfolio›$214.0K
Regions Financial Corp4,837
0.0% of portfolio›$211.3K
Vise Technologies, Inc.4,632
0.0% of portfolio›$202.4K
Harbor Investment Advisory, LLC4,023
0.0% of portfolio›$175.8K
Cranbrook Wealth Management, LLC3,230
0.0% of portfolio›$141.1K
Farther Finance Advisors, LLC2,853
0.0% of portfolio›$124.6K
Wolff Wiese Magana LLC2,827
0.1% of portfolio›$123.5K
Larson Financial Group LLC2,500
0.0% of portfolio›$109.2K
Financial Consulate, Inc2,351
0.0% of portfolio›$102.7K
Allworth Financial LP2,205
0.0% of portfolio›$104.7K
PNC Financial Services Group, Inc.2,000
0.0% of portfolio›$87.4K
Cassaday & Co Wealth Management LLC1,259
0.0% of portfolio›$55.0K
EPG Wealth Management LLC1,000
0.0% of portfolio›$43.7K
Jnba Financial Advisors1,000
0.0% of portfolio›$43.7K
Kingdom Financial Group Llc.913
0.0% of portfolio›$39.9K
Center for Financial Planning, Inc.814
0.0% of portfolio›$35.6K
Provenance Wealth Advisors, LLC769
0.0% of portfolio›$33.6K
Glass Jacobson Investment Advisors llc730
0.0% of portfolio›$31.9K
Woodard & Co Asset Management Group Inc650
0.0% of portfolio›$28.4K
Comprehensive Financial Planning, Inc.612
0.0% of portfolio›$26.8K
Centerpoint Advisors, LLC575
0.0% of portfolio›$25
Gen-Wealth Partners Inc547
0.0% of portfolio›$23.9K
IFP Advisors, Inc335
0.0% of portfolio›$14.6K
Evolution Wealth Management Inc.317
0.0% of portfolio›$13.9K
Compass Financial Management LLC273
0.0% of portfolio›$11.9K
Private Trust Co NA145
0.0% of portfolio›$6.3K
Simplex Trading, LLC112
0.0% of portfolio›$4.9K
Triumph Capital Management100
0.0% of portfolio›$4.4K
Sfam, LLC91
0.0% of portfolio›$4.0K
Blue Trust, Inc.68
0.0% of portfolio›$3.0K
Murphy & Mullick Capital Management Corp63
0.0% of portfolio›$2.8K
StyleTurnoverLocationFiled
LPL Financial LLC
1,079,174$47.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Kestra Advisory Services, LLC
382,657$16.7M0.0%CoreLowAustin, TX2026-11-02
Assetmark, Inc
239,585$10.5M0.0%ETFLowConcord, CA2026-10-21
Commonwealth Equity Services, LLC
122,132$5.3M0.0%ETFLowWaltham, MA2026-11-02
Prospera Financial Services Inc
86,114$3.1M0.0%CoreMediumDallas, TX2026-11-04
Truist Financial Corp
80,607$3.5M0.0%CoreLowCharlotte, NC2026-10-30
Berbice Capital Management LLC
78,764$3.4M1.7%MomentumLowMelville, NY2026-10-13
AdvisorNet Financial, Inc
70,389$2.8M0.1%ETFLowMinnetonka, MN2026-10-15
Integrated Advisors Network LLC
61,773$2.7M0.1%GrowthMediumDallas, TX2026-10-20
Perigon Wealth Management, LLC
46,378$2.0M0.0%GrowthLowSan Francisco, CA2026-10-22
Creative Financial Designs Inc
45,333$2.0M0.1%ETFMediumKokomo, IN2026-11-04
Cambridge Investment Research Advisors, Inc.
36,283$1.6K0.0%ETFLowFairfield, IA2026-11-02
Creative Planning
25,450$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Clearstead Advisors, LLC
22,050$963.4K0.0%ETFLowCleveland, OH2026-11-06
Bison Wealth, LLC
20,383$875.2K0.1%GrowthMediumAtlanta, GA2026-10-13
WMG Financial Advisors, LLC
20,335$965.3K0.4%ETFLowKnoxville, TN2026-10-28
Independent Financial Group, LLC
19,234$840.3K0.0%GrowthLowSan Diego, CA2026-10-13
Solstein Capital, LLC
18,781$820.5K0.3%CoreLowMenlo Park, CA2026-11-02
Sweeney & Michel, LLC
16,834$735.5K0.2%ETFVery LowChico, CA2026-10-16
Kestra Private Wealth Services, LLC
16,116$704.1K0.0%GrowthLowAustin, TX2026-11-06
Integrity Alliance, Llc.
16,034$700.5K0.0%ETFMediumUrbandale, IA2026-10-29
Waldron Private Wealth LLC
15,621$682.5K0.0%ETFVery LowBridgeville, PA2026-11-02
Capital Investment Counsel, LLC
12,798$559.1K0.1%CoreLowDenver, CO2026-10-14
Acorn Wealth Advisors, LLC
10,491$458.3K0.1%ETFLowGrand Blanc, MI2026-10-19
Bryn Mawr Trust Advisors, LLC
10,044$438.8K0.0%CoreLowPhiladelphia, PA2026-11-04
Evanson Financial, LLC
9,565$417.9K0.0%ETFN/AMclean, VA2026-10-23
International Assets Investment Management, LLC
8,985$399.7K0.0%CoreVery HighOrlando, FL2026-11-02
Wealthcare Advisory Partners LLC
8,980$392.3K0.0%ETFLowWest Chester, PA2026-10-21
W.H. Cornerstone Investments Inc.
8,381$366.2K0.2%CoreLowKingston, MA2026-11-03
Strategic Blueprint, LLC
7,894$344.9K0.0%ETFLowAtlanta, GA2026-10-22
Key FInancial Inc
7,783$340.0K0.1%ETFLowWest Chester, PA2026-11-02
Sherman Asset Management, Inc.
7,188$314.0K0.2%ETFLowVentura, CA2026-11-05
Halbert Hargrove Global Advisors, LLC
6,922$302.4K0.0%ETFLowLong Beach, CA2026-10-16
Valmark Advisers, Inc.
6,911$301.9K0.0%ETFVery LowAkron, OH2026-11-06
Ashton Thomas Private Wealth, LLC
6,860$299.7K0.0%CoreMediumScottsdale, AZ2026-11-03
MRA Advisory Group
6,709$293.1K0.1%ETFMediumParsippany, NJ2026-10-07
Garrett Wealth Advisory Group, LLC
6,698$292.6K0.0%ETFVery LowWeatherford, TX2026-10-22
Procyon Advisors, LLC
6,620$289.2K0.0%CoreVery LowShelton, CT2026-10-21
Clearwater Capital Advisors, LLC
6,508$284.3K0.0%ETFLowHoffman Estates, IL2026-11-06
Apollon Financial, LLC
6,440$281.4K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Atria Investments, Inc
6,256$273.3K0.0%CoreMediumCharlotte, NC2026-10-15
Peddock Capital Advisors, LLC
6,255$273.3K0.1%GrowthLowBraintree, MA2026-10-16
Barry Investment Advisors, LLC
5,601$244.7K0.0%ETFLowNew Bedford, MA2026-10-14
Flagship Harbor Advisors, LLC
5,531$241.6K0.0%ETFMediumBoston, MA2026-10-26
Wedbush Securities Inc
5,495$2400.0%CoreLowPasadena, CA2026-10-22
First Command Advisory Services, Inc.
5,363$234.3K0.0%IndexLowFort Worth, TX2026-11-05
Savant Capital, LLC
5,265$230.0K0.0%IndexVery LowRockford, IL2026-11-06
Certified Advisory Corp
4,899$214.0K0.0%ETFLowAltamonte Springs, FL2026-10-29
Regions Financial Corp
4,837$211.3K0.0%CoreLowBirmingham, AL2026-11-05
Vise Technologies, Inc.
4,632$202.4K0.0%IndexLowNew York, NY2026-10-29
Harbor Investment Advisory, LLC
4,023$175.8K0.0%GrowthLowLutherville, MD2026-10-13
Cranbrook Wealth Management, LLC
3,230$141.1K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Farther Finance Advisors, LLC
2,853$124.6K0.0%IndexLowSan Francisco, CA2026-10-08
Wolff Wiese Magana LLC
2,827$123.5K0.1%GrowthLowCarslbad, CA2026-10-15
Larson Financial Group LLC
2,500$109.2K0.0%GrowthLowSt Louis, MO2026-11-05
Financial Consulate, Inc
2,351$102.7K0.0%ETFLowHunt Valley, MD2026-10-23
Allworth Financial LP
2,205$104.7K0.0%IndexLowFolsom, CA2026-11-06
PNC Financial Services Group, Inc.
2,000$87.4K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Cassaday & Co Wealth Management LLC
1,259$55.0K0.0%ETFVery LowMclean, VA2026-10-27
EPG Wealth Management LLC
1,000$43.7K0.0%GrowthLowAtlanta, GA2026-11-03
Jnba Financial Advisors
1,000$43.7K0.0%ETFMediumBloomington, MN2026-11-03
Kingdom Financial Group Llc.
913$39.9K0.0%ETFMediumPeoria, AZ2026-11-04
Center for Financial Planning, Inc.
814$35.6K0.0%ETFLowSouthfied, MI2026-10-26
Provenance Wealth Advisors, LLC
769$33.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Glass Jacobson Investment Advisors llc
730$31.9K0.0%ETFLowOwings Mills, MD2026-10-26
Woodard & Co Asset Management Group Inc
650$28.4K0.0%ETFMediumBermuda Run, NC2026-11-03
Comprehensive Financial Planning, Inc.
612$26.8K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Centerpoint Advisors, LLC
575$250.0%ETFVery LowNeedham, MA2026-11-05
Gen-Wealth Partners Inc
547$23.9K0.0%CoreLowZeeland, MI2026-11-04
IFP Advisors, Inc
335$14.6K0.0%GrowthLowTampa, FL2026-10-16
Evolution Wealth Management Inc.
317$13.9K0.0%ETFMediumFort Myers, FL2026-10-28
Compass Financial Management LLC
273$11.9K0.0%CoreN/ATampa, FL2026-10-30
Private Trust Co NA
145$6.3K0.0%CoreLowCleveland, OH2026-10-20
Simplex Trading, LLC
112$4.9K0.0%CoreVery HighChicago, IL2026-11-04
Triumph Capital Management
100$4.4K0.0%ETFMediumDenver, CO2026-10-14
Sfam, LLC
91$4.0K0.0%ETFVery LowElmhurst, IL2026-11-03
Blue Trust, Inc.
68$3.0K0.0%ETFLowBrentwood, TN2026-10-15
Murphy & Mullick Capital Management Corp
63$2.8K0.0%GrowthLowSmithtown, NY2026-11-02