WISDOMTREE TR (WTAI) is held by 45 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q2 2026.

Are institutions buying or selling WTAI?

In Q2 2026, 31 institutions opened or increased positions in WISDOMTREE TR while 18 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on WTAI?

HoldingsIntel scores WISDOMTREE TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for WTAI. In Q2 2026, the institutional leg showed net inflows: 31 buying versus 18 selling.

How many hedge funds hold WTAI?

45 institutional investors report holding WISDOMTREE TR (WTAI) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into WTAI?

As of Q2 2026, tracked institutions in WISDOMTREE TR show 31 buyers versus 18 sellers — net inflows.

WISDOMTREE TR

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

Holders

(9 Elite)

$157.3M

Total Value

63% (49)

Consensus

31 buying - 18 selling

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

Smart Money Verdict

View all

Held by 45 funds

9 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

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

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	908,339(+27.2%)	$43.1M	0.0%	+42.33%	36
AMERIPRISE FINANCIAL INC	Increased	328,108(+16.3%)	$15.6M	0.0%	+35.78%	33
Kestra Advisory Services, LLC	Increased	300,517(+6.9%)	$14.3M	0.0%	+62.06%	30
ASSETMARK, INC	Decreased	240,093(-40.0%)	$11.4M	0.0%	+41.83%	0
JPMORGAN CHASE & CO	Decreased	227,293(-11.8%)	$10.4M	0.0%	+41.77%	0
JANE STREET GROUP, LLC	New	204,190	$9.7M	0.0%	-13.99%	38
RAYMOND JAMES FINANCIAL INC	Increased	181,413(+50.8%)	$8.6M	0.0%	+30.29%	38
BANK OF AMERICA CORP /DE/	Decreased	141,218(-11.4%)	$6.7M	0.0%	+77.13%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	120,269(+1.7%)	$5.7M	0.0%	+55.11%	28
OSAIC HOLDINGS, INC.	Increased	99,557(+5.8%)	$4.7M	0.0%	+70.38%	28
TRUIST FINANCIAL CORP	Decreased	95,226(-8.3%)	$4.5M	0.0%	+121.56%	0
Rockefeller Capital Management L.P.	Decreased	70,639(-24.5%)	$3.4M	0.0%	+86.29%	0
STIFEL FINANCIAL CORP	Increased	65,320(+0.5%)	$3.1M	0.0%	+79.08%	26
Cetera Investment Advisers	Increased	60,034(+26.4%)	$2.8M	0.0%	+38.24%	33
Private Advisor Group, LLC	Decreased	49,506(-8.8%)	$2.4M	0.0%	+99.53%	0
MWMARSHALL WACE, LLP	New	31,420	$1.5M	0.0%	-13.99%	35
MML INVESTORS SERVICES, LLC	Increased	27,052(+63.5%)	$1.3M	0.0%	+26.81%	37
Creative Planning	Increased	24,260(+0.7%)	$1.2M	0.0%	+78.79%	25
ENVESTNET ASSET MANAGEMENT INC	Increased	18,431(+38.3%)	$874,915	0.0%	+37.27%	33
FWFocus Partners Wealth	Increased	17,400(+0.8%)	$826,014	0.0%	+37.75%	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

WISDOMTREE TR

Smart Money Verdict

Who's Trading

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