Purchases and Sales Made in Q3 2023 in Wisdomtree Tr Artificial Intel (WTAI)
This table provides information about the institutional ownership of Wisdomtree Tr Artificial Intel (WTAI) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
645K+ 374.32% |
$10.9M - $13.1M
|
817K
$17.7M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
155K+ 1386.84% |
$2.61M - $3.14M
|
166K
$3.6M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
133K+ 68.6% |
$2.24M - $2.7M
|
327K
$7.1M
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
110KNew |
$1.86M - $2.24M
|
110K
$2.39M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
87.2KNew |
$1.47M - $1.77M
|
87.2K
$1.89M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
50.2KNew |
$847K - $1.02M
|
50.2K
$1.09M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
47.6K+ 8.22% |
$802K - $966K
|
626K
$13.6M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40KNew |
$674K - $812K
|
40K
$869K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35K+ 74.18% |
$590K - $710K
|
82.1K
$1.78M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.2K+ 4.53% |
$492K - $593K
|
674K
$14.6M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.9KNew |
$370K - $445K
|
21.9K
$476K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
18.4KNew |
$311K - $374K
|
18.4K
$400K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
18KNew |
$304K - $366K
|
18K
$392K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.3KNew |
$292K - $352K
|
17.3K
$376K
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
13.6K+ 115.22% |
$229K - $275K
|
25.3K
$550K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.5KNew |
$228K - $275K
|
13.5K
$294K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12KNew |
$203K - $244K
|
12K
$261K
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
10.8KNew |
$182K - $219K
|
10.8K
$234K
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10.1KNew |
$171K - $205K
|
10.1K
$220K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10KNew |
$169K - $203K
|
10K
$217K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.45K+ 2600.0% |
$142K - $172K
|
8.78K
$191K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.31K+ 2.23% |
$72.6K - $87.4K
|
197K
$4.29M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.26K+ 26.95% |
$71.7K - $86.4K
|
20K
$435K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.35KNew |
$56.5K - $68K
|
3.35K
$72.8K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3.33KNew |
$56.1K - $67.6K
|
3.33K
$72.3K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.3KNew |
$38.8K - $46.7K
|
2.3K
$50K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.11KNew |
$35.6K - $42.8K
|
2.11K
$45.8K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$16.9K - $20.3K
|
1K
$21.7K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1KNew |
$16.9K - $20.3K
|
1K
$21.7K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
670New |
$11.3K - $13.6K
|
670
$14.6K
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
575New |
$9.69K - $11.7K
|
575
$12.5K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
537New |
$9.05K - $10.9K
|
537
$11.7K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
401+ 129.35% |
$6.76K - $8.14K
|
711
$15.4K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
275New |
$4.64K - $5.58K
|
275
$5.97K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
250New |
$4.22K - $5.08K
|
250
$5.43K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
214New |
$3.61K - $4.34K
|
214
$4.65K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 36.36% |
$3.37K - $4.06K
|
750
$16.3K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
176New |
$2.97K - $3.57K
|
176
$3.82K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
168+ 33.47% |
$2.83K - $3.41K
|
670
$14.6K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
160New |
$2.7K - $3.25K
|
160
$3.48K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-70- 41.18% |
$1.18K - $1.42K
|
100
$2.17K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-101- 1.97% |
$1.7K - $2.05K
|
5.02K
$109K
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-570- 46.53% |
$9.61K - $11.6K
|
655
$14.2K
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.01K- 2.62% |
$33.9K - $40.9K
|
74.9K
$1.63M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.45K- 9.11% |
$41.3K - $49.7K
|
24.5K
$531K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.47K- 96.15% |
$58.5K - $70.4K
|
139
$3.02K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-6.94K- 69.72% |
$117K - $141K
|
3.01K
$65.5K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-45.6K- 52.31% |
$768K - $925K
|
41.5K
$902K
|