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 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-503- 45.56% |
$9.56K - $12.2K
|
601
$13.3K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-580- 6.06% |
$11K - $14.1K
|
8.99K
$198K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-635- 29.0% |
$12.1K - $15.4K
|
1.56K
$34.3K
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-700- 0.96% |
$13.3K - $17K
|
71.8K
$1.59M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.21K- 1.69% |
$23K - $29.4K
|
70.6K
$1.56M
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-1.31K- 21.97% |
$24.8K - $31.7K
|
4.64K
$102K
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.44K- 4.91% |
$27.4K - $35.1K
|
28K
$618K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.59K- 1.6% |
$30.2K - $38.7K
|
97.6K
$2.15M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.77K- 73.88% |
$33.6K - $43K
|
625
$13.8K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.49K- 11.25% |
$104K - $134K
|
43.3K
$957K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.01K- 1.96% |
$114K - $146K
|
301K
$6.64M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11.3K- 23.42% |
$215K - $275K
|
36.9K
$815K
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-17.4K- 32.66% |
$331K - $424K
|
35.9K
$794K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-79.6K- 67.43% |
$1.51M - $1.94M
|
38.4K
$849K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-135K- 44.0% |
$2.57M - $3.29M
|
172K
$3.8M
|