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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-250- 2.36% |
$4.15K - $6.14K
|
10.4K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-420- 0.78% |
$6.96K - $10.3K
|
53.2K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-505- 1.8% |
$8.37K - $12.4K
|
27.5K
$822K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.04K- 5.37% |
$17.2K - $25.4K
|
18.3K
$546K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.11K- 2.51% |
$18.4K - $27.3K
|
43.2K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.21K- 9.09% |
$20K - $29.7K
|
12.1K
$362K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.5K- 7.08% |
$58K - $86K
|
46K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3.98K- 41.59% |
$66K - $97.7K
|
5.59K
$167K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-4.37K- 94.18% |
$72.4K - $107K
|
270
$8.08K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.82K- 4.53% |
$79.8K - $118K
|
102K
$3.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.54K- 10.5% |
$108K - $161K
|
55.7K
$1.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-7.73K- 10.76% |
$128K - $190K
|
64.1K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.38K- 5.64% |
$139K - $206K
|
140K
$4.19M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.9K- 4.62% |
$231K - $342K
|
287K
$8.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.1K- 49.97% |
$300K - $445K
|
18.1K
$543K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-20.3K- 57.15% |
$336K - $498K
|
15.2K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-42.9K- 24.97% |
$712K - $1.05M
|
129K
$3.86M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-125K- 87.88% |
$2.07M - $3.07M
|
17.2K
$516K
|