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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
300New |
$5.54K - $6.32K
|
300
$5.79K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-500- 50.0% |
$9.24K - $10.5K
|
500
$9.66K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.97KNew |
$129K - $147K
|
6.97K
$134K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4.59KNew |
$84.8K - $96.6K
|
4.59K
$88.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.42K+ 17.59% |
$26.1K - $29.8K
|
9.46K
$183K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.66K- 45.39% |
$30.7K - $35K
|
2K
$38.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
48.2K+ 5.95% |
$890K - $1.01M
|
858K
$16.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
363+ 0.51% |
$6.7K - $7.64K
|
72.1K
$1.39M
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
270New |
$5.25K - $5.87K
|
270
$5.21K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
8.5KNew |
$165K - $185K
|
8.5K
$164K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
335New |
$6.51K - $7.28K
|
335
$6.47K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
300New |
$5.83K - $6.52K
|
300
$5.79K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.4KNew |
$27.2K - $30.4K
|
1.4K
$27K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$222K - $249K
|
11.4K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.08K+ 30.03% |
$138K - $154K
|
30.7K
$592K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
660New |
$12.8K - $14.3K
|
660
$12.7K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-109- 66.46% |
$2.12K - $2.37K
|
55
$1.06K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.28K+ 18.75% |
$63.7K - $71.3K
|
20.8K
$401K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.67KNew |
$32.5K - $36.3K
|
1.67K
$32.3K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.04% |
$19.4 - $21.7
|
2.79K
$53.8K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1K- 9.34% |
$19.4K - $21.7K
|
9.7K
$187K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
700New |
$13.6K - $15.2K
|
700
$13.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
42+ 0.39% |
$816 - $913
|
10.9K
$211K
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-65- 19.12% |
$1.04K - $1.36K
|
275
$5.31K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2New |
$31.9 - $42
|
2
$38.6
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$165K - $218K
|
10.4K
$201K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
624+ 2.85% |
$9.94K - $13.1K
|
22.6K
$435K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
4.5KNew |
$71.7K - $94.4K
|
4.5K
$86.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.4K+ 48.64% |
$389K - $513K
|
74.7K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
100New |
$1.59K - $2.1K
|
100
$1.93K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.78K- 9.68% |
$28.4K - $37.4K
|
16.6K
$321K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
600+ 6.84% |
$9.56K - $12.6K
|
9.38K
$181K
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-5- 0.76% |
$79.7 - $105
|
650
$12.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.07KNew |
$17.1K - $22.5K
|
1.07K
$20.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
60New |
$956 - $1.26K
|
60
$1.16K
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
670New |
$11.3K - $13.6K
|
670
$12.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
275New |
$4.64K - $5.58K
|
275
$5.31K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-70- 41.18% |
$1.18K - $1.42K
|
100
$1.93K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1KNew |
$16.9K - $20.3K
|
1K
$19.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
575New |
$9.69K - $11.7K
|
575
$11.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
250New |
$4.22K - $5.08K
|
250
$4.83K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
428KNew |
$6.75M - $8.42M
|
428K
$8.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
119KNew |
$1.88M - $2.34M
|
119K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.05KNew |
$16.6K - $20.7K
|
1.05K
$20.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
101KNew |
$1.59M - $1.99M
|
101K
$1.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
138New |
$2.18K - $2.71K
|
138
$2.66K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
770New |
$12.1K - $15.1K
|
770
$14.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100New |
$1.58K - $1.97K
|
100
$1.93K
|
|