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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.13K+ 62.12% |
$32.9K - $36.4K
|
2.96K
$87.2K
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-89- 1.31% |
$2.58K - $2.86K
|
6.7K
$198K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.55KNew |
$190K - $211K
|
6.55K
$193K
|
|
|
Jan 20, 2026
Q4 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-764- 1.2% |
$22.2K - $24.6K
|
62.8K
$1.85M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.54K- 4.95% |
$103K - $114K
|
68.1K
$2.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
22.1KNew |
$643K - $713K
|
22.1K
$653K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-38- 0.05% |
$1.1K - $1.22K
|
83.5K
$2.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
446+ 2.94% |
$12.9K - $14.3K
|
15.6K
$461K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
403+ 20.3% |
$11.7K - $13K
|
2.39K
$70.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.1KNew |
$89.9K - $99.7K
|
3.1K
$91.4K
|
|
| Q3 2025 | |||||||
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
200+ 5.23% |
$4.83K - $5.81K
|
4.02K
$119K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
110+ 2.69% |
$2.65K - $3.2K
|
4.2K
$124K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.02K+ 0.7% |
$48.6K - $58.6K
|
289K
$8.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.5K+ 8.78% |
$277K - $334K
|
142K
$4.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
1.3K+ 13.27% |
$31.4K - $37.8K
|
11.1K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
69.1K+ 160.79% |
$1.67M - $2.01M
|
112K
$3.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
189K+ 302.35% |
$4.56M - $5.5M
|
252K
$7.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.1K+ 44.65% |
$702K - $846K
|
94.2K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-101- 0.46% |
$2.44K - $2.94K
|
22.1K
$650K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.7KNew |
$547K - $659K
|
22.7K
$668K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.82K+ 9.75% |
$189K - $227K
|
88K
$2.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.77KNew |
$188K - $226K
|
7.77K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
198KNew |
$4.79M - $5.77M
|
198K
$5.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
300+ 5.78% |
$7.24K - $8.72K
|
5.49K
$162K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.82K+ 52.7% |
$164K - $198K
|
19.8K
$582K
|
|
|
Nov 14, 2025
Q3 2025
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
275KNew |
$6.62M - $7.98M
|
275K
$8.09M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-291- 92.38% |
$7.02K - $8.46K
|
24
$708
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.07K+ 40.98% |
$146K - $176K
|
20.9K
$615K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
9+ 0.06% |
$217 - $262
|
15.2K
$449K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-12.1K- 9.42% |
$293K - $353K
|
117K
$3.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
310New |
$7.48K - $9.01K
|
310
$9.14K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100New |
$2.41K - $2.91K
|
100
$2.95K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11K+ 50.91% |
$265K - $319K
|
32.5K
$959K
|
|
|
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 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.51K+ 8.29% |
$36.4K - $43.9K
|
19.7K
$581K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.02KNew |
$194K - $233K
|
8.02K
$236K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
33.5KNew |
$808K - $974K
|
33.5K
$987K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
9.85KNew |
$238K - $286K
|
9.85K
$290K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.5K+ 8.23% |
$278K - $335K
|
152K
$4.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.59KNew |
$111K - $133K
|
4.59K
$135K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-145- 53.7% |
$3.5K - $4.22K
|
125
$3.69K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.1K- 44.73% |
$461K - $556K
|
23.6K
$697K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
3.11KNew |
$74.9K - $90.3K
|
3.11K
$91.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
18.2K+ 77.24% |
$440K - $530K
|
41.8K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
769New |
$18.6K - $22.4K
|
769
$22.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
113K+ 28.47% |
$2.73M - $3.29M
|
511K
$15.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.3K+ 19.21% |
$200K - $241K
|
51.5K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-338- 2.13% |
$8.16K - $9.83K
|
15.6K
$459K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-76- 0.14% |
$1.83K - $2.21K
|
54.1K
$1.59M
|
|