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Public ownership evidence

WisdomTree Artificial Intelligence and Innovation Fund (WTAI) Ownership Disclosures

Read WTAI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2841$1,946None
Fox Hill Wealth Management2026-06-302026-08-206,899$327,486None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-184,540$214,047None
Wiser Advisor Group LLC2026-06-302026-08-18312$14,819None
Forum Finance Group S.A.2026-06-302026-08-151,864$72,000None
Quattro Advisors LLC2026-06-302026-08-15248,971$11,818,673None
EFG International AG2026-06-302026-08-151,500$71,205None
Murphy & Mullick Capital Management Corp2026-06-302026-08-1563$2,991None
Glen Eagle Advisors, LLC2026-06-302026-08-15600$28,482None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1585$4,035None
Modern Wealth Management, LLC2026-06-302026-08-1532,095$1,523,550None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-156,939$329,394None
COFG Advisors, LLC2026-06-302026-08-159,045$429,366None
Ameritas Advisory Services, LLC2026-06-302026-08-1531$1,456None
Prestige Wealth Management Group LLC2026-06-302026-08-151,050$49,844None
Western Wealth Management, LLC2026-06-302026-08-159,828$466,529None
OSAIC HOLDINGS, INC.2026-06-302026-08-15450$21,362None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,429$67,830None
OSAIC HOLDINGS, INC.2026-06-302026-08-1597,678$4,636,825None
JANE STREET GROUP, LLC2026-06-302026-08-15204,190$9,692,899None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1520,300$963,641Call
Hancock Prospecting Pty Ltd2026-06-302026-08-15274,505$13,030,752None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15328,108$15,575,294None
Ausdal Financial Partners, Inc.2026-06-302026-08-1519,845$942,028None
Cerity Partners LLC2026-06-302026-08-157,934$376,627None
Larson Financial Group LLC2026-06-302026-08-152,500$118,675None
GOLDMAN SACHS GROUP INC2026-06-302026-08-155,515$261,797None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1537,337$1,772,387None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15144,076$6,839,288None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$38None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15210$9,969None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1595,220$4,520,093None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1545,998$2,183,525None
Solstein Capital, LLC2026-06-302026-08-1418,781$891,534None
Rockefeller Capital Management L.P.2026-06-302026-08-1469,937$3,319,930None
Rockefeller Capital Management L.P.2026-06-302026-08-14702$33,341None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1415,545$737,921None
UBS Group AG2026-06-302026-08-1427$1,282None
UBS Group AG2026-06-302026-08-14626$29,716None
UBS Group AG2026-06-302026-08-14274$13,007None
UBS Group AG2026-06-302026-08-1452$2,468None
Mariner, LLC2026-06-302026-08-1416,002$759,625None
Creative Planning2026-06-302026-08-1424,260$1,151,643None
GFS Advisors, LLC2026-06-302026-08-1410$1,796,841None
MARSHALL WACE, LLP2026-06-302026-08-1416,619$788,904None
MARSHALL WACE, LLP2026-06-302026-08-1414,801$702,604None
MORGAN STANLEY2026-06-302026-08-141$57None
MORGAN STANLEY2026-06-302026-08-148,849$420,062None
FMR LLC2026-06-302026-08-141,814$86,128None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-13273$12,959None

90-day public filing window, up to 50 source positions.

TUCKER ASSET MANAGEMENT LLC ↗Fox Hill Wealth Management ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Wiser Advisor Group LLC ↗Forum Finance Group S.A. ↗Quattro Advisors LLC ↗EFG International AG ↗Murphy & Mullick Capital Management Corp ↗Glen Eagle Advisors, LLC ↗Federation des caisses Desjardins du Quebec ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.