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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
847New |
$16.1K - $20.6K
|
847
$25K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-367- 95.32% |
$6.97K - $8.93K
|
18
$531
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.77K- 73.88% |
$33.6K - $43K
|
625
$18.4K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 2.67% |
$4.75K - $6.08K
|
9.13K
$269K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
435+ 12.84% |
$8.27K - $10.6K
|
3.82K
$113K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-443- 3.35% |
$8.42K - $10.8K
|
12.8K
$377K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-357- 22.05% |
$6.78K - $8.68K
|
1.26K
$37.2K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
300New |
$5.85K - $7.03K
|
300
$8.84K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.07KNew |
$20.9K - $25.1K
|
1.07K
$31.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.61K+ 11.83% |
$31.5K - $37.8K
|
15.2K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.78KNew |
$34.7K - $41.6K
|
1.78K
$52.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4KNew |
$78K - $93.7K
|
4K
$118K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.26KNew |
$24.6K - $29.6K
|
1.26K
$37.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
63New |
$1.23K - $1.48K
|
63
$1.86K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2KNew |
$39K - $46.8K
|
2K
$59K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.57% |
$19.5 - $23.4
|
177
$5.22K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
10.7KNew |
$208K - $250K
|
10.7K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13.8K+ 22.59% |
$269K - $323K
|
74.9K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
28.8K+ 3.81% |
$562K - $675K
|
785K
$23.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
15.4KNew |
$301K - $361K
|
15.4K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.84K- 79.04% |
$35.9K - $43.1K
|
488
$14.4K
|
|
| Q3 2024 | |||||||
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
106New |
$1.87K - $2.32K
|
106
$3.12K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
48New |
$846 - $1.05K
|
48
$1.42K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.5KNew |
$325K - $404K
|
18.5K
$544K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$17.6K - $21.9K
|
1K
$29.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
94New |
$1.66K - $2.06K
|
94
$2.77K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
30New |
$529 - $656
|
30
$884
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.7K- 19.64% |
$47.6K - $59.2K
|
11.1K
$326K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13.2KNew |
$232K - $289K
|
13.2K
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
400New |
$7.05K - $8.75K
|
400
$11.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.99K- 1.57% |
$35K - $43.4K
|
125K
$3.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-139K- 38.37% |
$2.45M - $3.04M
|
223K
$6.57M
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
20.4KNew |
$376K - $429K
|
20.4K
$600K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.3KNew |
$209K - $238K
|
11.3K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-718- 3.38% |
$13.3K - $15.1K
|
20.5K
$604K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-112- 14.93% |
$2.07K - $2.36K
|
638
$18.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
23.4KNew |
$431K - $492K
|
23.4K
$689K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$18.5 - $21.1
|
1
$29.5
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
240New |
$4.43K - $5.05K
|
240
$7.08K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.5KNew |
$46.2K - $52.6K
|
2.5K
$73.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
300New |
$5.54K - $6.32K
|
300
$8.84K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-500- 50.0% |
$9.24K - $10.5K
|
500
$14.7K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.97KNew |
$129K - $147K
|
6.97K
$205K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4.59KNew |
$84.8K - $96.6K
|
4.59K
$135K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.42K+ 17.59% |
$26.1K - $29.8K
|
9.46K
$279K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
48.2K+ 5.95% |
$890K - $1.01M
|
858K
$25.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
363+ 0.51% |
$6.7K - $7.64K
|
72.1K
$2.12M
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
270New |
$5.25K - $5.87K
|
270
$7.96K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
8.5KNew |
$165K - $185K
|
8.5K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.4KNew |
$27.2K - $30.4K
|
1.4K
$41.3K
|
|