WisdomTree Artificial Intelligence and Innovation Fund
WTAI • BATS
WisdomTree Artificial Intelligence and Innovation Fund is an exchange-traded fund on BATS. As of Q3 2025, 104 institutional investors hold shares in this ETF, with total holdings valued at $103.6M. LPL Financial LLC is the largest holder with a position valued at $14.6M.
Overview
Overview of institutional ownership in WTAI as of Q3 2025
All Institutions
- Institutions
- 104
- Value Held
- $103.6M
- Shares Held
- 3.6M
- Avg Position
- $996.3K
- Median Position
- $265.1K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in WTAI as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $14.6M 0.00% of portfolio |
A Advisory Services Network, LLC RIA/Wealth | $8.3M 0.12% of portfolio |
 Hancock Prospecting Pty Ltd RIA/Wealth | $7.9M 0.26% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $7.2M 0.00% of portfolio |
 Advocacy Wealth Management Services, LLC RIA/Wealth | $5.7M 0.26% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $4.3M 0.02% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $4.1M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.3M 0.00% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $3.2M 0.00% of portfolio |
 Prospera Financial Services RIA/Wealth | $3.0M 0.05% of portfolio |
Net Capital Flow
Institutional buying and selling activity for WTAI in Q3 2025
- Traded
- +$29.8M
- Buyers
- 54
- Sellers
- 29
- Total Bought
- +$33.8M
- Total Sold
- −$4.0M
- Avg Position
- $917.0K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Hancock Prospecting Pty Ltd RIA/Wealth | +$7.9M +274.5K shares |
Advocacy Wealth Management Services, LLC RIA/Wealth | +$5.7M +198.4K shares |
AMERIPRISE FINANCIAL INC Institution | +$5.4M +189.2K shares |
L LPL Financial LLC Institution | +$3.2M +113.2K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$2.0M +69.1K shares |
 Perigon Wealth Management, LLC RIA/Wealth | +$1.1M +37.6K shares |
 Tradition Wealth Management, LLC RIA/Wealth | +$956.6K +33.5K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$830.7K +29.1K shares |
F FLOW TRADERS U.S. LLC Institution | +$647.2K +22.7K shares |
 CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | +$520.4K +18.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Armis Advisers, LLC RIA/Wealth | −$674.8K −27.5K shares |
−$546.2K −19.1K shares | |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$367.8K −12.9K shares |
C Colony Group, LLC Institution | −$362.5K −14.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$346.9K −12.1K shares |
N NWAM LLC Institution | −$332.3K −11.2K shares |
T TRANSCEND WEALTH COLLECTIVE, LLC RIA/Wealth | −$254.3K −10.4K shares |
 GWN SECURITIES INC. RIA/Wealth | −$249.0K −8.7K shares |
 Lido Advisors, LLC RIA/Wealth | −$229.8K −9.4K shares |
 UBS Group AG Institution | −$153.0K −6.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited WTAI in Q3 2025
- New Positions
- 16
- New Value
- $17.4M
- Exited Positions
- 9
- Exited Value
- $1.7M
New Positions
| Institution | Position Value |
|---|---|
Hancock Prospecting Pty Ltd RIA/Wealth | $7.9M 274.5K shares |
Advocacy Wealth Management Services, LLC RIA/Wealth | $5.7M 198.4K shares |
Tradition Wealth Management, LLC RIA/Wealth | $956.6K 33.5K shares |
 Atomi Financial Group, Inc. RIA/Wealth | $334.2K 11.7K shares |
W WMG Financial Advisors, LLC RIA/Wealth | $312.7K 11.0K shares |
 OXFORD FINANCIAL GROUP LTD Family Office | $281.4K 9.9K shares |
 Evanson Asset Management, LLC RIA/Wealth | $273.2K 9.6K shares |
 HPM Partners LLC RIA/Wealth | $269.5K 9.4K shares |
 SeaCrest Wealth Management, LLC RIA/Wealth | $242.7K 8.0K shares |
 W.H. Cornerstone Investments Inc. RIA/Wealth | $235.2K 8.2K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Armis Advisers, LLC RIA/Wealth | $674.8K 27.5K shares |
C Colony Group, LLC Institution | $362.5K 14.8K shares |
T TRANSCEND WEALTH COLLECTIVE, LLC RIA/Wealth | $254.3K 10.4K shares |
Lido Advisors, LLC RIA/Wealth | $229.8K 9.4K shares |
UBS Group AG Institution | $153.0K 6.2K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $46.7K 1.9K shares |
 Park Square Financial Group, LLC RIA/Wealth | $7.4K 300.0 shares |
G Glen Eagle Advisors, LLC RIA/Wealth | $6.6K 270.0 shares |
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $2.8K 112.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in WTAI as of Q3 2025
- Call Positions
- 1
- Call Value
- $317.0K
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $317.0K 111.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with WTAI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Orca Investment Management, LLC RIA/Wealth | 1.49% $1.8M |
Advocacy Wealth Management Services, LLC RIA/Wealth | 0.26% $5.7M |
Hancock Prospecting Pty Ltd RIA/Wealth | 0.26% $7.9M |
 Fox Hill Wealth Management RIA/Wealth | 0.21% $444.3K |
 SWEENEY & MICHEL, LLC RIA/Wealth | 0.15% $458.2K |
W.H. Cornerstone Investments Inc. RIA/Wealth | 0.14% $235.2K |
I Insight Advisors, LLC/ PA RIA/Wealth | 0.13% $843.4K |
 WADDELL & ASSOCIATES, LLC RIA/Wealth | 0.13% $1.5M |
 Cascade Financial Partners, LLC RIA/Wealth | 0.12% $1.1M |
 Sherman Asset Management, Inc. RIA/Wealth | 0.12% $141.7K |