Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y543ARTIFICIAL INTELWTAIQ1 2026
Institutional Holders
120
13F filers
Shares Held
5.76M
Aggregate institutional
Institutional Value
$158.00M
Q1 2026
Net New Holders
-1
12 new · 13 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased44
Decreased30
Sold out13
Institutional Holders
120 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 714.1K | $20.16M | +39.9K | Added |
| 2 | Horizon Wealth Management, LLC | 550.1K | $15.53M | +21.7K | Added |
| 3 | Assetmark, Inc | 400.3K | $11.30M | +400.2K | Added |
| 4 | Ameriprise Financial Inc | 282.0K | $7.96M | +5.3K | Added |
| 5 | Kestra Advisory Services, LLC | 281.0K | $7.93M | +125.5K | Added |
| 6 | Hancock Prospecting Pty Ltd | 274.5K | $7.75M | 0 | Held |
| 7 | Advisory Services Network, LLC | 272.6K | $7.70M | −15.8K | Reduced |
| 8 | Quattro Advisors LLC | 252.5K | $7.13M | +33.4K | Added |
| 9 | Jpmorgan Chase & Co | 257.7K | $6.89M | +254.2K | Added |
| 10 | Advocacy Wealth Management, LLC | 227.1K | $6.41M | +35.6K | Added |
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