Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Artificial Intel (WTAI)
This table provides information about the institutional ownership of Wisdomtree Tr Artificial Intel (WTAI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37.6K+ 81.72% |
$906K - $1.09M
|
83.5K
$2.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$264K - $318K
|
11K
$328K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.57KNew |
$231K - $278K
|
9.57K
$286K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.44KNew |
$228K - $274K
|
9.44K
$282K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.34K+ 32.28% |
$80.5K - $97K
|
13.7K
$409K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.2K+ 21.47% |
$29K - $34.9K
|
6.79K
$203K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
708+ 520.59% |
$17.1K - $20.6K
|
844
$25.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
395+ 0.55% |
$9.53K - $11.5K
|
71.6K
$2.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
78+ 32.64% |
$1.88K - $2.27K
|
317
$9.49K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 1.33% |
$579 - $698
|
1.82K
$54.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-188- 2.18% |
$4.54K - $5.47K
|
8.45K
$253K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-200- 0.53% |
$4.83K - $5.81K
|
37.8K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.9K- 23.1% |
$311K - $374K
|
42.9K
$1.28M
|