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 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-4.36K- 27.86% |
$85.1K - $102K
|
11.3K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
48.2KNew |
$941K - $1.13M
|
48.2K
$931K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
191+ 1.81% |
$3.73K - $4.47K
|
10.7K
$207K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-241- 0.49% |
$4.7K - $5.64K
|
48.8K
$943K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.29K+ 3.29% |
$64.1K - $76.9K
|
103K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-702- 17.46% |
$13.7K - $16.4K
|
3.32K
$64.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.19K- 18.37% |
$42.7K - $51.3K
|
9.73K
$188K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.1KNew |
$21.5K - $25.9K
|
1.1K
$21.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.72K+ 23.27% |
$92K - $110K
|
25K
$482K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.0% |
$19.5 - $23.4
|
49.6K
$957K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
10.7KNew |
$208K - $250K
|
10.7K
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.56K+ 24.88% |
$69.5K - $83.4K
|
17.9K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
654+ 67.77% |
$12.8K - $15.3K
|
1.62K
$31.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13.8K+ 22.59% |
$269K - $323K
|
74.9K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
28.8K+ 3.81% |
$562K - $675K
|
785K
$15.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
15.4KNew |
$301K - $361K
|
15.4K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-174- 0.24% |
$3.39K - $4.08K
|
71.8K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.84K- 79.04% |
$35.9K - $43.1K
|
488
$9.42K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.53K- 79.87% |
$26.9K - $33.4K
|
385
$7.43K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
48New |
$846 - $1.05K
|
48
$927
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
54K+ 87.29% |
$951K - $1.18M
|
116K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1KNew |
$17.6K - $21.9K
|
1K
$19.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.9KNew |
$457K - $567K
|
25.9K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
400New |
$7.05K - $8.75K
|
400
$7.72K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
107KNew |
$1.89M - $2.34M
|
107K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.5KNew |
$325K - $404K
|
18.5K
$356K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.08K- 88.13% |
$19K - $23.6K
|
145
$2.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$17.6K - $21.9K
|
1K
$19.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
200+ 181.82% |
$3.52K - $4.38K
|
310
$5.99K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
260+ 2.29% |
$4.58K - $5.69K
|
11.6K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
466New |
$8.21K - $10.2K
|
466
$9K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
4.82K+ 9.96% |
$84.9K - $105K
|
53.2K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
94New |
$1.66K - $2.06K
|
94
$1.82K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.7K- 19.64% |
$47.6K - $59.2K
|
11.1K
$214K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
30New |
$529 - $656
|
30
$579
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
400New |
$7.05K - $8.75K
|
400
$7.72K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13.2KNew |
$232K - $289K
|
13.2K
$255K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
27.4K+ 105.15% |
$482K - $599K
|
53.4K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-2.71K- 17.36% |
$47.7K - $59.2K
|
12.9K
$249K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.26K+ 46.23% |
$128K - $159K
|
23K
$444K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.99K- 1.57% |
$35K - $43.4K
|
125K
$2.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-139K- 38.37% |
$2.45M - $3.04M
|
223K
$4.31M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
23.4KNew |
$431K - $492K
|
23.4K
$451K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-112- 14.93% |
$2.07K - $2.36K
|
638
$12.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-718- 3.38% |
$13.3K - $15.1K
|
20.5K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.3KNew |
$209K - $238K
|
11.3K
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$18.5 - $21.1
|
1
$19.3
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
240New |
$4.43K - $5.05K
|
240
$4.63K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.63KNew |
$178K - $203K
|
9.63K
$186K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.5KNew |
$46.2K - $52.6K
|
2.5K
$48.3K
|
|