WISDOMTREE TR (WTAI) is held by 40 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling WTAI?

In Q1 2026, 25 institutions opened or increased positions in WISDOMTREE TR while 11 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on WTAI?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WISDOMTREE TR.

How many hedge funds hold WTAI?

40 institutional investors report holding WISDOMTREE TR (WTAI) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into WTAI?

As of Q1 2026, tracked institutions in WISDOMTREE TR show 25 buyers versus 11 sellers — net inflows.

WISDOMTREE TR

WTAI·97717Y543·US·ETF·Unknown - Unknown

Holders

Avg rating(18 Elite)

$86.6M

Total Value

69% (40)

Fund Consensus

25 buying - 11 selling

No verdict yet — fewer than 2 funds hold WTAI.

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	714,111(+5.9%)	$20.2M	0.0%	+85.72%	30
ASSETMARK, INC	Increased	400,322(+3812x)	$11.3M	0.0%	+52.11%	45
AMERIPRISE FINANCIAL INC	Increased	282,040(+1.9%)	$8M	0.0%	+60.83%	28
Kestra Advisory Services, LLC	Increased	281,002(+80.7%)	$7.9M	0.0%	+85.18%	42
JPMORGAN CHASE & CO	Increased	257,702(+7265.0%)	$6.9M	0.0%	+52.05%	44
BANK OF AMERICA CORP /DE/	Increased	159,433(+4.5%)	$4.5M	0.0%	+89.97%	28
RAYMOND JAMES FINANCIAL INC	Decreased	120,316(-15.4%)	$3.4M	0.0%	+89.21%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	118,215(+5.9%)	$3.3M	0.0%	+68.70%	28
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	109,272(+6.8%)	$3.1M	0.0%	+71.87%	28
TRUIST FINANCIAL CORP	Increased	103,813(+2.9%)	$2.9M	0.0%	+137.62%	27
OSAIC HOLDINGS, INC.	Increased	94,069(+0.7%)	$2.7M	0.0%	+93.83%	26
Rockefeller Capital Management L.P.	Decreased	93,514(-0.9%)	$2.6M	0.0%	+94.78%	0
STIFEL FINANCIAL CORP	Increased	65,016(+23.3%)	$1.8M	0.0%	+93.04%	31
Private Advisor Group, LLC	Decreased	54,294(-2.0%)	$1.5M	0.0%	+113.99%	0
Cetera Investment Advisers	Increased	47,488(+22.9%)	$1.3M	0.0%	+76.59%	31
Creative Planning	Increased	24,081(+4.0%)	$679,819	0.0%	+93.30%	26
FWFocus Partners Wealth	Decreased	17,255(-7.2%)	$487,109	0.0%	+48.49%	0
MML INVESTORS SERVICES, LLC	Decreased	16,541(-39.3%)	$466,965	0.0%	+94.69%	0
Steward Partners Investment Advisory, LLC	Increased	15,617(+1.6%)	$440,868	0.0%	+103.59%	24
CITADEL ADVISORS LLC	New	15,400	$434,742	0.0%	+52.10%	33