WISDOMTREE TR

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WTAI·97717Y543·US·etf·Unknown - Unknown

ARTIFICIAL INTEL

WTAI (WISDOMTREE TR) is held by 39 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($20.2M), ASSETMARK, INC ($11.3M), AMERIPRISE FINANCIAL INC ($8M). Net institutional sentiment: Bullish.

39

Holders

Avg rating(11 Elite)

$86.6M

Total Value

68% (40)

Fund Consensus

25 buying - 12 selling

Smart Money Verdict

View all

61Mixed MomentumSingle Source

Institutional (13F)61

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how WTAI's score breaks down across 4 SEC sources

Holder Quality

11

★★★★★

Elite

15

★★★★

Strong

10

★★★

Solid

4

★★

Below

0

★

Weak

Held by 39 funds

11 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (39)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	714,111(+5.9%)	$20.2M	0.0%	+71.22%	30
ASSETMARK, INC	Increased	400,322(+3812x)	$11.3M	0.0%	+40.23%	45
AMERIPRISE FINANCIAL INC	Increased	282,040(+1.9%)	$8M	0.0%	+48.27%	28
Kestra Advisory Services, LLC	Increased	281,002(+80.7%)	$7.9M	0.0%	+70.72%	42
JPMORGAN CHASE & CO	Increased	257,702(+7265.0%)	$6.9M	0.0%	+40.18%	44
BANK OF AMERICA CORP /DE/	Increased	159,433(+4.5%)	$4.5M	0.0%	+75.13%	28
RAYMOND JAMES FINANCIAL INC	Decreased	120,316(-15.4%)	$3.4M	0.0%	+74.43%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	118,215(+5.9%)	$3.3M	0.0%	+55.53%	28
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	109,272(+6.8%)	$3.1M	0.0%	+58.45%	28
TRUIST FINANCIAL CORP	Increased	103,813(+2.9%)	$2.9M	0.0%	+119.06%	27
OSAIC HOLDINGS, INC.	Increased	94,069(+0.7%)	$2.7M	0.0%	+78.69%	26
Rockefeller Capital Management L.P.	Decreased	93,514(-0.9%)	$2.6M	0.0%	+79.57%	0
STIFEL FINANCIAL CORP	Increased	65,016(+23.3%)	$1.8M	0.0%	+77.96%	31
Private Advisor Group, LLC	Decreased	54,294(-2.0%)	$1.5M	0.0%	+97.28%	0
Cetera Investment Advisers	Increased	47,488(+22.9%)	$1.3M	0.0%	+62.79%	31
Creative Planning	Increased	24,081(+4.0%)	$679,819	0.0%	+78.21%	26
FWFocus Partners Wealth	Decreased	17,255(-7.2%)	$487,109	0.0%	+36.89%	0
MML INVESTORS SERVICES, LLC	Decreased	16,541(-39.3%)	$466,965	0.0%	+79.48%	0
Steward Partners Investment Advisory, LLC	Increased	15,617(+1.6%)	$440,868	0.0%	+87.69%	24
CITADEL ADVISORS LLC	New	15,400	$434,742	0.0%	+40.22%	33

Showing 1-20 of 40

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer