Purchases and Sales Made in Q2 2025 in Wisdomtree Tr Artificial Intel (WTAI)
This table provides information about the institutional ownership of Wisdomtree Tr Artificial Intel (WTAI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.3KNew |
$171K - $254K
|
10.3K
$257K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.98KNew |
$149K - $221K
|
8.98K
$223K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
8.64KNew |
$143K - $212K
|
8.64K
$215K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
661+ 0.94% |
$11K - $16.2K
|
71.2K
$1.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
200+ 1.28% |
$3.32K - $4.91K
|
15.8K
$393K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
158+ 1.29% |
$2.62K - $3.88K
|
12.4K
$309K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30New |
$497 - $737
|
30
$746
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-148- 0.92% |
$2.45K - $3.63K
|
15.9K
$395K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-505- 1.8% |
$8.37K - $12.4K
|
27.5K
$684K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.04K- 5.37% |
$17.2K - $25.4K
|
18.3K
$454K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.5K- 7.08% |
$58K - $86K
|
46K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3.98K- 41.59% |
$66K - $97.7K
|
5.59K
$139K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.82K- 4.53% |
$79.8K - $118K
|
102K
$2.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-7.73K- 10.76% |
$128K - $190K
|
64.1K
$1.6M
|