Vault-13

WISDOMTREE TR WTAI

ARTIFICIAL INTEL · ETP · CUSIP 97717Y543

97 institutional holders +4 vs Q1 2025
2,688,8102.7m shares reported held*
$66.4mreported value*
14 new 29 added 24 reduced 12 sold out net sold ≈ $4.4m (-180.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $24.70. Options: 1 managers hold calls ($240.7k notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 3Q4 22: 2Q1 23: 6Q2 23: 35Q3 23: 58Q4 23: 69Q1 24: 79Q2 24: 92Q3 24: 89Q4 24: 93Q1 25: 93Q2 25: 9797Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20223
Q4 20222
Q1 20236
Q2 202335
Q3 202358
Q4 202369
Q1 202479
Q2 202492
Q3 202489
Q4 202493
Q1 202593
Q2 202597

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 41 bought or addedQ3 23: 15 cut or sold outQ4 23: 41 bought or addedQ4 23: 15 cut or sold outQ4 23Q1 24: 48 bought or addedQ1 24: 19 cut or sold outQ2 24: 51 bought or addedQ2 24: 29 cut or sold outQ2 24Q3 24: 35 bought or addedQ3 24: 42 cut or sold outQ4 24: 37 bought or addedQ4 24: 35 cut or sold outQ4 24Q1 25: 42 bought or addedQ1 25: 34 cut or sold outQ2 25: 43 bought or addedQ2 25: 36 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234115
Q4 20234115
Q1 20244819
Q2 20245129
Q3 20243542
Q4 20243735
Q1 20254234
Q2 20254336

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300kQ3 24 calls: $4.0kQ3 24 puts: $19.9kQ3 24P/C 5.00Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $95.0kQ1 25 puts: $3.8kQ1 25P/C 0.04Q2 25 calls: $240.7kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$4.0k$19.9k5.00
Q4 2024$0$0—
Q1 2025$95.0k$3.8k0.04
Q2 2025$240.7k$00.00

Biggest buyers

Rockefeller Capital Management L.P. Added +67,631+67.6k
AMERIPRISE FINANCIAL INC Added +49,627+49.6k
OSAIC HOLDINGS, INC. Added +43,950+44.0k
BANK OF AMERICA CORP /DE/ Added +30,689+30.7k
Watts Gwilliam & Co., LLC New +21,396+21.4k
LPL Financial LLC Added +15,670+15.7k
Ausdal Financial Partners, Inc. New +12,934+12.9k
CARY STREET PARTNERS FINANCIAL LLC New +12,489+12.5k
Private Advisor Group, LLC Added +10,807+10.8k
CREATIVE FINANCIAL DESIGNS INC /ADV Added +10,452+10.5k

Biggest sellers

GWN SECURITIES INC. Reduced -125,025-125.0k
JANE STREET GROUP, LLC Sold out -116,949-116.9k
FLOW TRADERS U.S. LLC Sold out -73,114-73.1k
CITADEL ADVISORS LLC Sold out -46,215-46.2k
RAYMOND JAMES FINANCIAL INC Reduced -42,945-42.9k
INTEGRITY ALLIANCE, LLC. Reduced -20,284-20.3k
Advisory Services Network, LLC Reduced -13,905-13.9k
Acorn Wealth Advisors, LLC Sold out -12,773-12.8k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Sold out -11,300-11.3k
Wealth Alliance Advisory Group, LLC Sold out -10,942-10.9k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $240.7k9.8k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 397,803397.8k $9.8m $9.8m 0.00% Added +15.7k +15,670
2 Advisory Services Network, LLC 0.12% of their portfolio ATLANTA, GA 286,969287.0k $7.3m $7.3m 0.12% Reduced -13.9k -13,905
3 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 140,036140.0k $3.4m $3.4m 0.02% Reduced -8.4k -8,377
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 130,937130.9k $3.2m $3.2m 0.00% Added +30.7k +30,689
5 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 130,284130.3k $3.2m $3.2m 0.00% Added +67.6k +67,631
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 129,017129.0k $3.2m $3.2m 0.00% Reduced -42.9k -42,945
7 Prospera Financial Services Inc 0.05% of their portfolio Dallas, TX 102,188102.2k $2.5m $2.5m 0.05% Added +4.6k +4,589
8 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 101,560101.6k $2.5m $2.5m 0.00% Reduced -4.8k -4,816
9 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 80,18280.2k $2.0m $2.0m 0.00% Added +44.0k +43,950
10 AdvisorNet Financial, Inc 0.11% of their portfolio MINNETONKA, MN 71,21471.2k $1.7m $1.7m 0.11% Added +661 +661
11 Orca Investment Management, LLC 1.42% of their portfolio LAKE OSWEGO, OR 64,11364.1k $1.6m $1.6m 1.42% Reduced -7.7k -7,732
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 62,56562.6k $1.5m $1.5m 0.00% Added +49.6k +49,627
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 55,74155.7k $1.4m $1.4m 0.00% Reduced -6.5k -6,540
14 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 54,15254.2k $1.3m $1.3m 0.01% Added +10.8k +10,807
15 WADDELL & ASSOCIATES, LLC 0.14% of their portfolio MEMPHIS, TN 53,22153.2k $1.3m $1.3m 0.14% Reduced -420 -420
16 Perigon Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 45,95746.0k $1.1m $1.1m 0.03% Reduced -3.5k -3,501
17 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 43,21743.2k $1.1m $1.1m 0.00% Reduced -1.1k -1,111
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 42,99443.0k $1.1m $1.1m 0.00% Added +4.6k +4,555
19 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 42,75442.8k $1.1m $1.1m 0.00% Reduced -205 -205
20 NWAM LLC 0.06% of their portfolio MERCER ISLAND, WA 39,40239.4k $1.0m $1.0m 0.06% Added +2.5k +2,471
21 Cascade Financial Partners, LLC 0.11% of their portfolio SAN DIEGO, CA 38,01838.0k $933.7k $933.7k 0.11% Added +2.1k +2,076
22 Insight Advisors, LLC/ PA 0.12% of their portfolio Newtown, PA 29,62329.6k $727.5k $727.5k 0.12% Added +2.3k +2,327
23 Bison Wealth, LLC 0.05% of their portfolio ATLANTA, GA 27,47727.5k $674.8k $674.8k 0.05% Reduced -505 -505
24 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 23,59423.6k $579.5k $579.5k 0.04% Added +10.5k +10,452
25 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 22,15122.2k $544.0k $544.0k 0.00% Added +3.2k +3,231
26 Integrated Advisors Network LLC 0.02% of their portfolio DALLAS, TX 21,57121.6k $529.8k $529.8k 0.02% Added +1.5k +1,531
27 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 21,55021.6k $529.3k $529.3k 0.00% Added +699 +699
28 Watts Gwilliam & Co., LLC 0.10% of their portfolio GILBERT, AZ 21,39621.4k $613.0k $613.0k 0.10% New
29 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 19,22219.2k $472.1k $472.1k 0.00% Unchanged
30 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 18,25518.3k $448.0k $448.0k 0.00% Reduced -1.0k -1,035
31 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 18,20818.2k $447.2k $447.2k 0.00% Added +1.1k +1,099
32 GWN SECURITIES INC. 0.08% of their portfolio Palm Beach Gardens, FL 17,23817.2k $423.4k $423.4k 0.08% Reduced -125.0k -125,025
33 Fox Hill Wealth Management 0.20% of their portfolio DEDHAM, MA 15,89515.9k $390.4k $390.4k 0.20% Reduced -148 -148
34 SWEENEY & MICHEL, LLC 0.14% of their portfolio CHICO, CA 15,79615.8k $384.9k $384.9k 0.14% Added +200 +200
35 INTEGRITY ALLIANCE, LLC. 0.02% of their portfolio Urbandale, IA 15,20815.2k $373.5k $373.5k 0.02% Reduced -20.3k -20,284
36 Waldron Private Wealth LLC 0.02% of their portfolio BRIDGEVILLE, PA 15,17515.2k $372.7k $372.7k 0.02% Added +4.2k +4,175
37 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 14,80614.8k $363.6k $363.6k 0.01% Added +2.5k +2,500
38 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 14,76114.8k $362.5k $362.5k 0.00% Reduced -431 -431
39 Bryn Mawr Trust Advisors, LLC 0.02% of their portfolio PHILADELPHIA, PA 13,18813.2k $323.9k $323.9k 0.02% Unchanged
40 Ausdal Financial Partners, Inc. 0.02% of their portfolio Davenport, IA 12,93412.9k $317.7k $317.7k 0.02% New
41 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 12,66812.7k $311.1k $311.1k 0.00% Added +1.6k +1,644
42 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 12,48912.5k $306.7k $306.7k 0.01% New
43 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 12,43312.4k $305.4k $305.4k 0.01% Added +158 +158
44 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 12,08512.1k $296.8k $296.8k 0.00% Reduced -1.2k -1,209
45 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 11,68511.7k $287.0k $287.0k 0.00% Added +846 +846
46 TRANSCEND CAPITAL ADVISORS, LLC 0.02% of their portfolio MADISON, NJ 10,35610.4k $254.3k $254.3k 0.02% Reduced -250 -250
47 Valmark Advisers, Inc. 0.00% of their portfolio AKRON, OH 10,33610.3k $253.9k $253.9k 0.00% New
48 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 9,6839.7k $237.8k $237.8k 0.01% Reduced -518 -518
49 Key Financial Inc 0.05% of their portfolio WEST CHESTER, PA 9,4599.5k $232.3k $232.3k 0.05% Unchanged
50 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 9,3589.4k $229.8k $229.8k 0.00% New
51 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 9,2029.2k $226.0k $226.0k 0.01% New
52 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 9,1259.1k $224.1k $224.1k 0.01% Reduced -9.1k -9,125
53 Sherman Asset Management, Inc. 0.20% of their portfolio VENTURA, CA 9,1169.1k $223.9k $223.9k 0.20% Added +41 +41
54 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 8,9809.0k $220.5k $220.5k 0.01% New
55 Provident Wealth Management, LLC 0.07% of their portfolio BRENTWOOD, TN 8,6418.6k $212.2k $212.2k 0.07% New
56 Smartleaf Asset Management LLC 0.02% of their portfolio BOSTON, MA 7,1107.1k $172.8k $172.8k 0.02% Added +599 +599
57 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,2296.2k $153.0k $153.0k 0.00% Added +988 +988
58 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.01% of their portfolio LONG BEACH, CA 5,5905.6k $137.3k $137.3k 0.01% Reduced -3.4k -3,400
59 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,1875.2k $127.4k $127.4k 0.00% Added +3.9k +3,854
60 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,0894.1k $100.4k $100.4k 0.00% Unchanged
61 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,0004.0k $98.2k $98.2k 0.00% Unchanged
62 AllSquare Wealth Management LLC 0.05% of their portfolio ALBANY, NY 3,8233.8k $93.9k $93.9k 0.05% Unchanged
63 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,9843.0k $73.3k $73.3k 0.00% Reduced -200 -200
64 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 2,5002.5k $61.4k $61.4k 0.00% Unchanged
65 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,0002.0k $49.1k $49.1k 0.00% Unchanged
66 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 2,0002.0k $49.1k $49.1k 0.00% Unchanged
67 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 1,9001.9k $46.7k $46.7k 0.00% Added +472 +472
68 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,8001.8k $44.2k $44.2k 0.00% Unchanged
69 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,7781.8k $43.7k $43.7k 0.00% Unchanged
70 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 1,5551.6k $38.2k $38.2k 0.00% Unchanged
71 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,0711.1k $26.3k $26.3k 0.00% Unchanged
72 Prestige Wealth Management Group LLC 0.01% of their portfolio FLEMINGTON, NJ 1,0501.1k $25.8k $25.8k 0.01% Unchanged
73 JNBA Financial Advisors 0.00% of their portfolio BLOOMINGTON, MN 1,0001.0k $24.6k $24.6k 0.00% Unchanged
74 EPG Wealth Management LLC 0.01% of their portfolio ATLANTA, GA 1,0001.0k $24.6k $24.6k 0.01% Unchanged
75 Glass Jacobson Investment Advisors llc 0.01% of their portfolio OWINGS MILLS, MD 810810 $19.9k $19.9k 0.01% New
76 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 0.00% of their portfolio BERMUDA RUN, NC 650650 $16.0k $16.0k 0.00% Unchanged
77 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 625625 $15.3k $15.3k 0.00% Unchanged
78 Comprehensive Financial Planning, Inc./PA 0.01% of their portfolio EAST PETERSBURG, PA 602602 $14.8k $14.8k 0.01% Added +1 +1
79 Centerpoint Advisors, LLC 0.00% of their portfolio NEEDHAM, MA 575575 $14.0k $14.0k 0.00% Unchanged
80 MCF Advisors LLC 0.00% of their portfolio LEXINGTON, KY 400400 $9.8k $9.8k 0.00% Unchanged
81 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 315315 $7.7k $7.7k 0.00% Unchanged
82 Park Square Financial Group, LLC 0.01% of their portfolio ROSWELL, GA 300300 $7.4k $7.4k 0.01% Unchanged
83 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 270270 $6.6k $6.6k 0.00% Unchanged
84 Accredited Wealth Management, LLC 0.01% of their portfolio LOUISVILLE, KY 270270 $6.6k $6.6k 0.01% Reduced -4.4k -4,366
85 EVOLUTION WEALTH MANAGEMENT INC. 0.01% of their portfolio FORT MYERS, FL 239239 $5.9k $5.9k 0.01% First filing
86 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 190190 $4.7k $4.7k 0.00% New
87 CWM, LLC 0.00% of their portfolio OMAHA, NE 177177 $4.0k $4.0k 0.00% Unchanged
88 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 145145 $3.6k $3.6k 0.00% New
89 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 136136 $3.3k $3.3k 0.00% First filing
90 WOLFF WIESE MAGANA LLC 0.00% of their portfolio CARSLBAD, CA 122122 $3.0k $3.0k 0.00% Unchanged
91 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% of their portfolio RALEIGH, NC 112112 $2.8k $2.8k 0.00% New
92 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 105105 $2.6k $2.6k 0.00% New
93 Murphy & Mullick Capital Management Corp 0.00% of their portfolio SMITHTOWN, NY 6363 $1.6k $1.6k 0.00% Unchanged
94 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 3030 $740 $740 0.00% New
95 FMR LLC 0.00% of their portfolio BOSTON, MA 2020 $491 $491 0.00% Reduced -158 -158
96 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged
97 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 00 $3 $3 0.00% Unchanged