Purchases and Sales Made in Q2 2024 in Wisdomtree Tr Artificial Intel (WTAI)
This table provides information about the institutional ownership of Wisdomtree Tr Artificial Intel (WTAI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
62+ 0.36% |
$1.15K - $1.31K
|
17.2K
$373K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$18.5 - $21.1
|
1
$21.7
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-112- 14.93% |
$2.07K - $2.36K
|
638
$13.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-115- 1.0% |
$2.12K - $2.42K
|
11.4K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-184- 2.84% |
$3.4K - $3.87K
|
6.31K
$137K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-250- 10.35% |
$4.62K - $5.26K
|
2.17K
$46.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-258- 2.56% |
$4.77K - $5.43K
|
9.81K
$212K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-500- 50.0% |
$9.24K - $10.5K
|
500
$10.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-718- 3.38% |
$13.3K - $15.1K
|
20.5K
$444K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-775- 1.58% |
$14.3K - $16.3K
|
48.4K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1KClosed |
$18.5K - $21.1K
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.66K- 45.39% |
$30.7K - $35K
|
2K
$43.3K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.72K- 3.99% |
$31.7K - $36.1K
|
41.3K
$895K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-6.75K- 22.46% |
$125K - $142K
|
23.3K
$504K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.93K- 34.09% |
$165K - $188K
|
17.3K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.97K- 29.52% |
$184K - $210K
|
23.8K
$515K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.3K- 35.05% |
$208K - $238K
|
20.9K
$453K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.3K- 4.07% |
$264K - $301K
|
337K
$7.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.9K- 33.3% |
$331K - $377K
|
35.9K
$777K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-248K- 36.75% |
$4.59M - $5.23M
|
427K
$9.25M
|