Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y543ARTIFICIAL INTELWTAIQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
120
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 714.1K | $20.16M |
| 2 | Horizon Wealth Management, LLC | 550.1K | $15.53M |
| 3 | Assetmark, Inc | 400.3K | $11.30M |
| 4 | Ameriprise Financial Inc | 282.0K | $7.96M |
| 5 | Kestra Advisory Services, LLC | 281.0K | $7.93M |
| 6 | Hancock Prospecting Pty Ltd | 274.5K | $7.75M |
| 7 | Advisory Services Network, LLC | 272.6K | $7.70M |
| 8 | Quattro Advisors LLC | 252.5K | $7.13M |
| 9 | Jpmorgan Chase & Co | 257.7K | $6.89M |
| 10 | Advocacy Wealth Management, LLC | 227.1K | $6.41M |