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Disclosery

WTAI WISDOMTREE TR

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ARTI INT INN FD (fund)

92 managers (93 13F filers) reported a position in WTAI shares at 2024-12-31, 3,395,177 shares in all. 13 filers opened a position and 13 filers sold out during the quarter.

Managers
92
13F filers
93
New
13
Added
24
Reduced
21
Sold out
13
Shares held by filers
3,395,177

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Hennion & Walsh Asset Management, Inc.784,659$17.3M0.78%+28,80813F-HRTimeline
LPL Financial LLC356,703$7.85M<0.01%+22,13213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC307,050$6.76M<0.01%13F-HR/ATimelineGroup
Advisory Services Network, LLC306,882$6.75M0.13%-29,77513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding158,362$3.48M-783Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…118,014$2.6M<0.01%+4,26313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP103,164$2.27M<0.01%+3,28513F-HRTimelineGroup
Prospera Financial Services Inc99,191$2.18M0.05%+2,81913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/78,660$1.73M<0.01%-67,60813F-HRTimelineGroup
Householder Group Estate & Retirement S…74,896$1.65M1.23%+13,80113F-HRTimeline
Orca Investment Management, LLC72,545$1.6M1.5%-15013F-HRTimeline
AdvisorNet Financial, Inc71,763$1.58M0.13%-17413F-HRTimeline
Cascade Financial Partners, LLC53,370$1.17M0.15%013F-HRTimeline
WADDELL & ASSOCIATES, LLC53,171$1.17M0.12%013F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…52,730$1.16M<0.01%+3,25413F-HRTimelineGroup
Perigon Wealth Management, LLC49,558$1.13M0.03%+113F-HRTimeline
Private Advisor Group, LLC48,838$1.07M0.01%-24113F-HRTimeline
NWAM LLC48,226$1.06M0.07%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC42,487$935K<0.01%-14,58013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,433$934K<0.01%-1,74713F-HRTimelineGroup
Cambridge Investment Research Advisors,…39,555$870K<0.01%+4,79913F-HRTimeline
Bison Wealth, LLC29,426$647K0.08%13F-HRTimeline
Insight Advisors, LLC/ PA24,984$554K0.09%+4,71713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.19,222$423K<0.01%-27,42613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,151$399K<0.01%+72913F-HRTimeline
Janney Montgomery Scott LLC17,873$393K<0.01%+3,56113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,778$391K<0.01%+21213F-HR/ATimelineGroup
Creative Planningin group Creative Planning16,880$371K<0.01%-1,13413F-HRTimelineGroup
Fox Hill Wealth Management16,430$361K0.2%-23913F-HRTimeline
EWG Elevate Inc.15,426$339K0.1%new13F-HRTimeline
Merriman Wealth Management, LLC15,242$335K0.01%+1,61213F-HRTimeline
Cetera Investment Advisers15,181$334K<0.01%-17,70513F-HRTimeline
Acorn Wealth Advisors, LLC13,216$291K0.12%+9213F-HRTimeline
Bryn Mawr Trust Advisors, LLC13,188$290K0.02%013F-HR/ATimeline
Steward Partners Investment Advisory, L…12,558$276K<0.01%+1,24813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,388$251K<0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,300$249K<0.01%013F-HRTimelineGroup
Provident Wealth Management, LLC11,299$249K0.08%-4,36413F-HRTimeline
Wealth Alliance Advisory Group, LLC10,942$241K0.05%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,724$236K0.02%+19113F-HRTimeline
Apexium Financial, LP10,666$235K0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,376$228K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,574$211K<0.01%new13F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC9,570$211K0.01%new13F-HR/ATimeline
Key Financial Inc9,459$208K0.05%013F-HRTimeline
Geneos Wealth Management Inc.9,375$206K0.01%013F-HRTimeline
GWN SECURITIES INC.8,527$202K0.05%13F-HRTimeline
Sherman Asset Management, Inc.9,035$199K0.18%13F-HRTimeline
Smartleaf Asset Management LLC6,259$139K0.01%-10413F-HRTimeline
Accredited Wealth Management, LLC5,941$131K0.11%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,000$88K<0.01%new13F-HR/ATimelineGroup
Allworth Financial LP3,319$79.5K<0.01%-70213F-HRTimeline
AllSquare Wealth Management LLC3,388$74.5K0.04%+49013F-HRTimeline
Larson Financial Group LLC2,500$55K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,393$52.6K<0.01%+313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,190$49.3K<0.01%-62013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,000$44K<0.01%new13F-HRTimelineGroup
First Command Advisory Services, Inc.2,000$44K<0.01%013F-HRTimeline
AE Wealth Management LLC1,778$39.1K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,619$35.6K<0.01%+65413F-HRTimeline
UBS Group AGin group UBS Group AG1,501$33K<0.01%-5,48213F-HRTimelineGroup
Arax Advisory Partners1,428$31.4K<0.01%+20013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,334$29.4K<0.01%-1,64813F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,333$29.3K<0.01%new13F-HRTimeline
Transce3nd, LLC1,263$27.8K0.01%13F-HRTimeline
Comprehensive Financial Planning, Inc./…1,104$24.3K0.02%13F-HRTimeline
MAI Capital Management1,071$23.6K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC1,050$23.1K<0.01%013F-HR/ATimeline
JNBA Financial Advisors1,000$22K<0.01%013F-HRTimeline
EPG Wealth Management LLC1,000$22K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP727$16K<0.01%new13F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…650$14.3K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC575$13K<0.01%013F-HRTimeline
PSI Advisors, LLC488$10.7K<0.01%-1,84013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…466$10.3K<0.01%013F-HRTimelineGroup
MCF Advisors LLC400$8.8K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO385$8.47K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC315$6.93K<0.01%+113F-HRTimeline
Wiser Advisor Group LLC310$6.83K0.01%013F-HRTimeline
Park Square Financial Group, LLC300$6.6K<0.01%13F-HRTimeline
AlphaMark Advisors, LLC250$6K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC270$5.94K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC177$4K<0.01%+113F-HRTimelineGroup
MeadowBrook Investment Advisors LLC100$2.2K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp63$1.39K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC55$1.21K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC53$1.17K<0.01%-16713F-HRTimelineGroup
Continuum Advisory, LLC48$1.06K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC2$46<0.01%013F-HRTimeline
CoreCap Advisors, LLC0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
SIMPLEX TRADING, LLC25$00%-27613F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.