Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Artificial Intel (WTAI)
This table provides information about the institutional ownership of Wisdomtree Tr Artificial Intel (WTAI) during Q1 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR ARTIFICIAL INTEL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
209K+ 431.93% |
$4.06M - $4.54M
|
257K
$5.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
153K+ 113.42% |
$2.97M - $3.33M
|
288K
$6.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
143K+ 21.53% |
$2.79M - $3.12M
|
809K
$17.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.2K+ 36.61% |
$1.5M - $1.68M
|
288K
$6.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
64.1K+ 9014.63% |
$1.25M - $1.39M
|
64.8K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
51.7KNew |
$1M - $1.12M
|
51.7K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49.1K+ 7.83% |
$954K - $1.07M
|
676K
$14.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.1KNew |
$836K - $936K
|
43.1K
$935K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
34KNew |
$660K - $739K
|
34K
$738K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.5K+ 200.61% |
$593K - $664K
|
45.8K
$994K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
30KNew |
$584K - $653K
|
30K
$653K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.2KNew |
$509K - $569K
|
26.2K
$569K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
21.2KNew |
$412K - $461K
|
21.2K
$461K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.6K+ 25.31% |
$341K - $382K
|
87K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.2K+ 103.44% |
$334K - $373K
|
33.8K
$733K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
17.2KNew |
$333K - $373K
|
17.2K
$372K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16.9K+ 45.57% |
$329K - $368K
|
54.1K
$1.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
15.7KNew |
$305K - $342K
|
15.7K
$341K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.3KNew |
$277K - $310K
|
14.3K
$310K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13.8K+ 38.42% |
$269K - $301K
|
49.9K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.5K+ 33.64% |
$263K - $295K
|
53.8K
$1.17M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$223K - $250K
|
11.5K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$223K - $250K
|
11.5K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$222K - $249K
|
11.4K
$249K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11.4KNew |
$222K - $248K
|
11.4K
$248K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10.1KNew |
$196K - $219K
|
10.1K
$219K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.95K+ 8.91% |
$193K - $216K
|
122K
$2.64M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
8.5KNew |
$165K - $185K
|
8.5K
$185K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.08K+ 30.03% |
$138K - $154K
|
30.7K
$666K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
4.02KNew |
$78.1K - $87.4K
|
4.02K
$87.3K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.28K+ 18.75% |
$63.7K - $71.3K
|
20.8K
$451K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.02K+ 60.11% |
$58.7K - $65.7K
|
8.04K
$175K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.81KNew |
$54.6K - $61.1K
|
2.81K
$61K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2.67K+ 24.7% |
$51.8K - $58K
|
13.5K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.86K+ 52.9% |
$36.1K - $40.4K
|
5.38K
$117K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.67KNew |
$32.5K - $36.3K
|
1.67K
$36.3K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.66K+ 83.1% |
$32.3K - $36.1K
|
3.66K
$79.5K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.51K+ 1.7% |
$29.4K - $32.8K
|
90.3K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.4KNew |
$27.2K - $30.4K
|
1.4K
$30.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
794+ 385.44% |
$15.4K - $17.3K
|
1K
$21.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
700New |
$13.6K - $15.2K
|
700
$15.2K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
660New |
$12.8K - $14.3K
|
660
$14.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
507New |
$9.85K - $11K
|
507
$11K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
335New |
$6.51K - $7.28K
|
335
$7.28K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
301+ 14.24% |
$5.85K - $6.54K
|
2.42K
$52.5K
|
|
|
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
$6.52K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
270New |
$5.25K - $5.87K
|
270
$5.86K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
245+ 15.93% |
$4.76K - $5.33K
|
1.78K
$38.7K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
184+ 2.92% |
$3.58K - $4K
|
6.49K
$141K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
126+ 11.2% |
$2.45K - $2.74K
|
1.25K
$27.2K
|