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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
100New |
$2.41K - $2.91K
|
100
$2.95K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.52KNew |
$182K - $219K
|
7.52K
$222K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
483+ 4.13% |
$11.7K - $14K
|
12.2K
$359K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.26K- 5.18% |
$127K - $153K
|
96.3K
$2.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-557- 4.48% |
$13.4K - $16.2K
|
11.9K
$350K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3.92K+ 196.05% |
$94.6K - $114K
|
5.92K
$175K
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-553- 0.86% |
$13.3K - $16.1K
|
63.6K
$1.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.86K+ 1527.05% |
$45K - $54.2K
|
1.99K
$58.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11.2K- 28.48% |
$271K - $326K
|
28.2K
$831K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-8.71K- 50.55% |
$210K - $253K
|
8.52K
$251K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.42K+ 7.75% |
$34.1K - $41.1K
|
19.7K
$580K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.34K+ 32.28% |
$80.5K - $97K
|
13.7K
$403K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
78+ 32.64% |
$1.88K - $2.27K
|
317
$9.35K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$264K - $318K
|
11K
$323K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.9K- 23.1% |
$311K - $374K
|
42.9K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.44KNew |
$228K - $274K
|
9.44K
$278K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
708+ 520.59% |
$17.1K - $20.6K
|
844
$24.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-200- 0.53% |
$4.83K - $5.81K
|
37.8K
$1.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37.6K+ 81.72% |
$906K - $1.09M
|
83.5K
$2.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.2K+ 21.47% |
$29K - $34.9K
|
6.79K
$200K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-188- 2.18% |
$4.54K - $5.47K
|
8.45K
$249K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 1.33% |
$579 - $698
|
1.82K
$53.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.57KNew |
$231K - $278K
|
9.57K
$282K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
395+ 0.55% |
$9.53K - $11.5K
|
71.6K
$2.11M
|
|
| Q2 2025 | |||||||
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
21.4KNew |
$355K - $525K
|
21.4K
$631K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
988+ 18.85% |
$16.4K - $24.3K
|
6.23K
$184K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
112New |
$1.86K - $2.75K
|
112
$3.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.36KNew |
$155K - $230K
|
9.36K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-200- 6.28% |
$3.32K - $4.91K
|
2.98K
$88K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-420- 0.78% |
$6.96K - $10.3K
|
53.2K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
472+ 33.05% |
$7.83K - $11.6K
|
1.9K
$56K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
190New |
$3.15K - $4.67K
|
190
$5.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.64K+ 14.91% |
$27.3K - $40.4K
|
12.7K
$373K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.17% |
$16.6 - $24.6
|
602
$17.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
105New |
$1.74K - $2.58K
|
105
$3.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-250- 2.36% |
$4.15K - $6.14K
|
10.4K
$305K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.18K+ 37.95% |
$69.2K - $103K
|
15.2K
$447K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
810New |
$13.4K - $19.9K
|
810
$23.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
145New |
$2.4K - $3.56K
|
145
$4.27K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.98KNew |
$149K - $221K
|
8.98K
$265K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30New |
$497 - $737
|
30
$884
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-505- 1.8% |
$8.37K - $12.4K
|
27.5K
$810K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
200+ 1.28% |
$3.32K - $4.91K
|
15.8K
$466K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$3.8K - $4.86K
|
200
$5.9K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.2KNew |
$878K - $1.12M
|
46.2K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-635- 29.0% |
$12.1K - $15.4K
|
1.56K
$45.8K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
117KNew |
$2.22M - $2.84M
|
117K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.94KNew |
$36.9K - $47.2K
|
1.94K
$57.2K
|
|