Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Artificial Intel (WTAI)
This table provides information about the institutional ownership of Wisdomtree Tr Artificial Intel (WTAI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
137K+ 167.23% |
$2.19M - $2.88M
|
219K
$4.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
123K+ 1022.41% |
$1.96M - $2.58M
|
135K
$2.87M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
112KNew |
$1.78M - $2.34M
|
112K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
92.7KNew |
$1.48M - $1.94M
|
92.7K
$1.97M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
80.9KNew |
$1.29M - $1.7M
|
80.9K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
52.1K+ 300.53% |
$830K - $1.09M
|
69.4K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.3KNew |
$770K - $1.01M
|
48.3K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45K+ 27.13% |
$717K - $944K
|
211K
$4.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
42.2K+ 12.9% |
$672K - $885K
|
369K
$7.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
39.7K+ 6.34% |
$632K - $833K
|
666K
$14.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26K+ 260.25% |
$415K - $546K
|
36K
$767K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.4K+ 48.64% |
$389K - $513K
|
74.7K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
23.8K+ 93.91% |
$379K - $499K
|
49.1K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
19.1K+ 105.98% |
$305K - $401K
|
37.2K
$792K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.6KNew |
$264K - $348K
|
16.6K
$354K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.2KNew |
$243K - $319K
|
15.2K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$165K - $218K
|
10.4K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
8.5KNew |
$135K - $178K
|
8.5K
$181K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.39KNew |
$102K - $134K
|
6.39K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.58K+ 4017.27% |
$89K - $117K
|
5.72K
$122K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
4.59KNew |
$73.1K - $96.3K
|
4.59K
$97.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
4.5KNew |
$71.7K - $94.4K
|
4.5K
$95.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.95K+ 29.2% |
$63K - $83K
|
17.5K
$373K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.53K+ 17.63% |
$56.3K - $74.1K
|
23.6K
$502K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.07K+ 4.1% |
$48.9K - $64.5K
|
77.9K
$1.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.67K+ 1.91% |
$26.6K - $35K
|
88.8K
$1.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.38K+ 861.25% |
$22K - $28.9K
|
1.54K
$32.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.13KNew |
$17.9K - $23.6K
|
1.13K
$24K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.07KNew |
$17.1K - $22.5K
|
1.07K
$22.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
762New |
$12.1K - $16K
|
762
$16.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
624+ 2.85% |
$9.94K - $13.1K
|
22.6K
$480K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
600+ 6.84% |
$9.56K - $12.6K
|
9.38K
$200K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
340New |
$5.42K - $7.13K
|
340
$7.24K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
280+ 0.7% |
$4.46K - $5.87K
|
40.3K
$858K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
206New |
$3.28K - $4.32K
|
206
$4.39K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
166+ 4.96% |
$2.64K - $3.48K
|
3.52K
$74.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
164New |
$2.61K - $3.44K
|
164
$3.49K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$1.59K - $2.1K
|
100
$2.13K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
100New |
$1.59K - $2.1K
|
100
$2.13K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
60New |
$956 - $1.26K
|
60
$1.28K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
6+ 0.22% |
$95.6 - $126
|
2.78K
$59.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.19% |
$63.7 - $83.9
|
2.11K
$45K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2New |
$31.9 - $42
|
2
$42.6
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-5- 0.76% |
$79.7 - $105
|
650
$13.8K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-65- 19.12% |
$1.04K - $1.36K
|
275
$5.86K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.33K- 39.94% |
$21.2K - $27.9K
|
2K
$42.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.78K- 9.68% |
$28.4K - $37.4K
|
16.6K
$355K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.86K- 62.29% |
$29.6K - $39K
|
1.13K
$24K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-2.08K- 68.98% |
$33.1K - $43.6K
|
935
$19.9K
|