Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Artificial Intel (WTAI)
This table provides information about the institutional ownership of Wisdomtree Tr Artificial Intel (WTAI) during Q1 2025. 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, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
134K+ 1568.38% |
$2.54M - $3.25M
|
142K
$3.14M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
117KNew |
$2.22M - $2.84M
|
117K
$2.58M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
73.1KNew |
$1.39M - $1.78M
|
73.1K
$1.61M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.2KNew |
$878K - $1.12M
|
46.2K
$1.02M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
35.5KNew |
$674K - $863K
|
35.5K
$784K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.4K+ 7.13% |
$483K - $618K
|
382K
$8.44M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.6K+ 27.44% |
$410K - $525K
|
100K
$2.21M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.1K+ 125.21% |
$383K - $490K
|
36.2K
$800K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20KNew |
$381K - $487K
|
20K
$442K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.8K+ 46.59% |
$376K - $481K
|
62.3K
$1.38M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.3KNew |
$233K - $299K
|
12.3K
$271K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11.8K+ 885.9% |
$224K - $287K
|
13.1K
$290K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11KNew |
$209K - $268K
|
11K
$243K
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
11KNew |
$209K - $268K
|
11K
$243K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.92K+ 18.82% |
$189K - $241K
|
62.7K
$1.38M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.67K+ 37.35% |
$108K - $138K
|
20.9K
$460K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.74K+ 249.17% |
$71.1K - $91K
|
5.24K
$116K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.4K+ 8.61% |
$64.7K - $82.8K
|
43K
$949K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.21K+ 3.11% |
$61K - $78.1K
|
106K
$2.35M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.72K+ 583.26% |
$51.6K - $66.1K
|
3.18K
$70.3K
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2.71K+ 21.06% |
$51.5K - $66K
|
15.6K
$344K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.58K+ 26.47% |
$48.9K - $62.6K
|
12.3K
$272K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.31K+ 9.25% |
$43.9K - $56.2K
|
27.3K
$603K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.94KNew |
$36.9K - $47.2K
|
1.94K
$42.8K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.9K+ 4.47% |
$36K - $46.1K
|
44.3K
$979K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.75K+ 3172.73% |
$33.2K - $42.4K
|
1.8K
$39.7K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.55K+ 13.61% |
$29.5K - $37.7K
|
12.9K
$286K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.42K+ 7.93% |
$26.9K - $34.5K
|
19.3K
$426K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.27K+ 13.21% |
$24K - $30.8K
|
10.8K
$239K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
847New |
$16.1K - $20.6K
|
847
$18.7K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
770+ 23.2% |
$14.6K - $18.7K
|
4.09K
$90.3K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
769+ 4.24% |
$14.6K - $18.7K
|
18.9K
$418K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
736+ 5.86% |
$14K - $17.9K
|
13.3K
$294K
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
470+ 0.88% |
$8.93K - $11.4K
|
53.6K
$1.18M
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
435+ 12.84% |
$8.27K - $10.6K
|
3.82K
$84.4K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
252+ 4.03% |
$4.79K - $6.13K
|
6.51K
$144K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
229+ 1.36% |
$4.35K - $5.57K
|
17.1K
$378K
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
122New |
$2.32K - $2.97K
|
122
$2.69K
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
40+ 0.44% |
$760 - $973
|
9.08K
$200K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.07% |
$19 - $24.3
|
1.33K
$29.4K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 0.2% |
$1.9K - $2.43K
|
49.5K
$1.09M
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-118- 1.1% |
$2.24K - $2.87K
|
10.6K
$234K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-219- 0.15% |
$4.16K - $5.33K
|
148K
$3.28M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 2.67% |
$4.75K - $6.08K
|
9.13K
$201K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-357- 22.05% |
$6.78K - $8.68K
|
1.26K
$27.9K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-367- 95.32% |
$6.97K - $8.93K
|
18
$397
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-387- 2.36% |
$7.35K - $9.41K
|
16K
$354K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-443- 3.35% |
$8.42K - $10.8K
|
12.8K
$282K
|