WISDOMTREE TR

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WTAI·97717Y543·US·ETF

WTAI (WISDOMTREE TR) is held by 44 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($43.1M), AMERIPRISE FINANCIAL INC ($15.6M), Kestra Advisory Services, LLC ($14.3M). Net institutional sentiment: Mixed.

44

Holders

(8 Elite)

$157.4M

Total Value

63% (48)

Consensus

30 buying - 18 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)62

Insider (Form 4)55

Activist (13D/13G)75

Congressional (STOCK Act)57

Holder Quality

68

★★★★★

Elite

74

★★★★

Strong

76

★★★

Solid

34

★★

Below

27

★

Weak

Held by 44 funds

8 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for WTAI.

Top Holders

Top Holders (44)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	908,339(+27.2%)	$43.1M	0.0%	+40.41%	36
AMERIPRISE FINANCIAL INC	Increased	328,108(+16.3%)	$15.6M	0.0%	+33.95%	33
Kestra Advisory Services, LLC	Increased	300,517(+6.9%)	$14.3M	0.0%	+59.88%	30
ASSETMARK, INC	Decreased	240,093(-40.0%)	$11.4M	0.0%	+39.92%	0
JPMORGAN CHASE & CO	Decreased	227,293(-11.8%)	$10.4M	0.0%	+42.60%	0
JANE STREET GROUP, LLC	New	204,190	$9.7M	0.0%	-15.15%	38
RAYMOND JAMES FINANCIAL INC	Increased	181,413(+50.8%)	$8.6M	0.0%	+28.54%	38
BANK OF AMERICA CORP /DE/	Decreased	141,218(-11.4%)	$6.7M	0.0%	+80.23%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	120,269(+1.7%)	$5.7M	0.0%	+53.02%	28
OSAIC HOLDINGS, INC.	Increased	99,557(+5.8%)	$4.7M	0.0%	+68.09%	28
TRUIST FINANCIAL CORP	Decreased	95,226(-8.3%)	$4.5M	0.0%	+118.58%	0
Rockefeller Capital Management L.P.	Decreased	70,639(-24.5%)	$3.4M	0.0%	+79.17%	0
STIFEL FINANCIAL CORP	Increased	65,320(+0.5%)	$3.1M	0.0%	+76.67%	26
Cetera Investment Advisers	Increased	60,034(+26.4%)	$2.8M	0.0%	+36.38%	33
Private Advisor Group, LLC	Decreased	49,506(-8.8%)	$2.4M	0.0%	+96.84%	0
MWMARSHALL WACE, LLP	New	31,420	$1.5M	0.0%	-15.15%	35
MML INVESTORS SERVICES, LLC	Increased	27,052(+63.5%)	$1.3M	0.0%	+25.10%	37
Creative Planning	Increased	24,260(+0.7%)	$1.2M	0.0%	+76.38%	25
ENVESTNET ASSET MANAGEMENT INC	Increased	18,431(+38.3%)	$874,915	0.0%	+35.42%	33
FWFocus Partners Wealth	Increased	17,400(+0.8%)	$826,014	0.0%	+35.90%	25

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer