Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Artificial Intel (WTAI)
This table provides information about the institutional ownership of Wisdomtree Tr Artificial Intel (WTAI) during Q3 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR ARTIFICIAL INTEL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
78+ 32.64% |
$1.88K - $2.27K
|
317
$9.35K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 1.33% |
$579 - $698
|
1.82K
$53.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
9+ 0.06% |
$217 - $262
|
15.2K
$449K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-76- 0.14% |
$1.83K - $2.21K
|
54.1K
$1.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-91- 0.31% |
$2.2K - $2.65K
|
29.5K
$871K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-100- 1.41% |
$2.41K - $2.91K
|
7.01K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-101- 0.46% |
$2.44K - $2.94K
|
22.1K
$650K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-145- 53.7% |
$3.5K - $4.22K
|
125
$3.69K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-188- 2.18% |
$4.54K - $5.47K
|
8.45K
$249K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-200- 0.53% |
$4.83K - $5.81K
|
37.8K
$1.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-285- 3.1% |
$6.88K - $8.28K
|
8.92K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-291- 92.38% |
$7.02K - $8.46K
|
24
$708
|
|
|
Nov 12, 2025
Q3 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-338- 2.13% |
$8.16K - $9.83K
|
15.6K
$459K
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-553- 0.86% |
$13.3K - $16.1K
|
63.6K
$1.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-557- 4.48% |
$13.4K - $16.2K
|
11.9K
$350K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.46K- 11.65% |
$35.1K - $42.3K
|
11K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.88K- 9.78% |
$45.4K - $54.7K
|
17.3K
$511K
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-4.15K- 45.56% |
$100K - $121K
|
4.96K
$146K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.26K- 5.18% |
$127K - $153K
|
96.3K
$2.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-8.71K- 50.55% |
$210K - $253K
|
8.52K
$251K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11.2K- 28.48% |
$271K - $326K
|
28.2K
$831K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-12.1K- 9.42% |
$293K - $353K
|
117K
$3.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.9K- 23.1% |
$311K - $374K
|
42.9K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.1K- 44.73% |
$461K - $556K
|
23.6K
$697K
|
|