Latest Institutional Transactions on Wisdomtree Tr Artificial Intel (WTAI)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Artificial Intel (WTAI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-67.6K- 46.22% |
$1.32M - $1.58M
|
78.7K
$1.81M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.8K+ 13.81% |
$93.6K - $112K
|
39.6K
$908K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.26K+ 3.75% |
$83.2K - $99.8K
|
118K
$2.71M
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
5.94KNew |
$116K - $139K
|
5.94K
$136K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.07KNew |
$20.9K - $25.1K
|
1.07K
$24.6K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.48K- 78.5% |
$107K - $128K
|
1.5K
$34.4K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.4KNew |
$202K - $243K
|
10.4K
$238K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.4KNew |
$222K - $267K
|
11.4K
$261K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.13K- 6.3% |
$22.1K - $26.6K
|
16.9K
$387K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.65K- 55.26% |
$32.2K - $38.6K
|
1.33K
$30.6K
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-27.4K- 58.79% |
$535K - $642K
|
19.2K
$441K
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4KNew |
$78K - $93.7K
|
4K
$91.8K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.61K+ 11.83% |
$31.5K - $37.8K
|
15.2K
$350K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.78KNew |
$34.7K - $41.6K
|
1.78K
$40.8K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-29.8K- 8.84% |
$581K - $697K
|
307K
$7.04M
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-150- 0.21% |
$2.93K - $3.51K
|
72.5K
$1.66M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.82K+ 2.93% |
$55K - $66K
|
99.2K
$2.28M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.26KNew |
$24.6K - $29.6K
|
1.26K
$29K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.25K+ 6.58% |
$63.5K - $76.2K
|
52.7K
$1.21M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.32% |
$19.5 - $23.4
|
315
$7.23K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
729+ 4.18% |
$14.2K - $17.1K
|
18.2K
$417K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.75K- 3.95% |
$34.1K - $40.9K
|
42.4K
$974K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.7K- 53.84% |
$345K - $415K
|
15.2K
$348K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.57KNew |
$187K - $224K
|
9.57K
$220K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-620- 22.06% |
$12.1K - $14.5K
|
2.19K
$50.3K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
63New |
$1.23K - $1.48K
|
63
$1.45K
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
490+ 16.91% |
$9.56K - $11.5K
|
3.39K
$77.8K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-276- 91.69% |
$5.38K - $6.46K
|
25
$574
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.1K+ 6.62% |
$432K - $518K
|
357K
$8.19M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.6K- 25.55% |
$284K - $341K
|
42.5K
$975K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.41K+ 0.96% |
$27.5K - $33K
|
149K
$3.41M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.13% |
$58.5 - $70.3
|
2.39K
$54.9K
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.53KNew |
$166K - $200K
|
8.53K
$196K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.33KNew |
$26K - $31.2K
|
1.33K
$30.6K
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-239- 1.43% |
$4.66K - $5.6K
|
16.4K
$377K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.48K- 8.41% |
$28.8K - $34.6K
|
16.1K
$369K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2KNew |
$39K - $46.8K
|
2K
$45.9K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
307KNew |
$5.99M - $7.19M
|
307K
$7.05M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 11.03% |
$24.3K - $29.2K
|
12.6K
$288K
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
9.04KNew |
$176K - $212K
|
9.04K
$207K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
200+ 16.29% |
$3.9K - $4.68K
|
1.43K
$32.8K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-104- 1.63% |
$2.03K - $2.44K
|
6.26K
$144K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9.57KNew |
$187K - $224K
|
9.57K
$220K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
727New |
$14.2K - $17K
|
727
$16.7K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
48.2KNew |
$941K - $1.13M
|
48.2K
$1.11M
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-4.36K- 27.86% |
$85.1K - $102K
|
11.3K
$259K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
92+ 0.7% |
$1.79K - $2.15K
|
13.2K
$303K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.57% |
$19.5 - $23.4
|
177
$4.06K
|