Insight Advisors, LLC/ PA WTAI — WISDOMTREE TR

Ownership history in Insight Advisors, LLC/ PA  ·  8 quarters on record

AI Ownership Summary

Insight Advisors, LLC/ PA reported WISDOMTREE TR (WTAI) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows WTAI at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WTAI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Insight Advisors, LLC/ PA's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WTAI was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WTAI stock page Insight Advisors, LLC/ PA fund profile Insight Advisors, LLC/ PA full holdings
How Insight Advisors, LLC/ PA held WTAI — position size vs. price
% of Fund (quarterly)    WTAI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 29,900 +368 +1.2% 0.13% $871K 2026-02-11 $30.39
2025 Q3 REDUCED — — — 29,532 -91 -0.3% 0.13% $843K 2025-11-10 $30.71
2025 Q2 ADDED — — — 29,623 +2,327 +8.5% 0.12% $728K 2025-07-30 $25.36
2025 Q1 ADDED — — — 27,296 +2,312 +9.3% 0.09% $519K 2025-04-11 $17.96
2024 Q4 ADDED — — — 24,984 +4,717 +23.3% 0.09% $554K 2025-01-27 $22.08
2024 Q3 ADDED — — — 20,267 +4,498 +28.5% 0.07% $404K 2024-10-15 $19.99
2024 Q2 ADDED — — — 15,769 +4,355 +38.2% 0.06% $329K 2024-07-15 $21.33
2024 Q1 INITIATED — — — 11,414 — — 0.05% $237K 2024-05-06 $19.71

🏢 Other funds also holding WTAI

As of 2026 Q1 — sorted by position size

Quattro Advisors LLC 6.18% Horizon Wealth Management, LLC 3Y 2.28% Breachway Investments LLC 0.95% Berbice Capital Management LLC 0.48% Advocacy Wealth Management, LLC 3Y 7Y 0.28% Hancock Prospecting Pty Ltd 0.23% WMG Financial Advisors, LLC 3Y 0.19% SWEENEY & MICHEL, LLC 0.16% W.H. Cornerstone Investments Inc. 3Y 0.15% Tradition Wealth Management, LLC 3Y 0.14%

FAQ About Insight Advisors, LLC/ PA and WTAI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Insight Advisors, LLC/ PA reported owning WTAI?

Insight Advisors, LLC/ PA reported WTAI across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported WTAI position in Insight Advisors, LLC/ PA's portfolio?

The largest reported portfolio weight for WTAI was 0.13% in 2025 Q4.

What is the latest reported WTAI position on this page?

The most recent filing on this page is 2025 Q4, when Insight Advisors, LLC/ PA reported 29,900 shares, equal to 0.13% of portfolio, with an estimated market value of $871K.

What does the chart on this WTAI ownership page compare?

The chart compares Insight Advisors, LLC/ PA's quarterly WTAI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Insight Advisors, LLC/ PA time their WTAI position?

Based on 13F filing dates vs. subsequent WTAI price moves, Insight Advisors, LLC/ PA correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on WTAI relative to SPY over the holding period was +7.0%.

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