Latest Institutional Transactions on Wisdomtree Tr Artificial Intel (WTAI)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Artificial Intel (WTAI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
967+ 1.01% |
$17K - $21.2K
|
96.4K
$2.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.23KNew |
$21.6K - $26.9K
|
1.23K
$26.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.7K- 19.64% |
$47.6K - $59.2K
|
11.1K
$236K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
30New |
$529 - $656
|
30
$639
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
225+ 10.39% |
$3.96K - $4.92K
|
2.39K
$50.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.3KNew |
$252K - $313K
|
14.3K
$305K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.14K- 3.18% |
$20.1K - $25K
|
34.8K
$740K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
27.4K+ 105.15% |
$482K - $599K
|
53.4K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
400New |
$7.05K - $8.75K
|
400
$8.52K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13.2KNew |
$232K - $289K
|
13.2K
$281K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.61K- 16.37% |
$169K - $210K
|
49.1K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-206- 8.13% |
$3.63K - $4.51K
|
2.33K
$49.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
15.7K+ 2.12% |
$276K - $343K
|
756K
$16.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.26K+ 46.23% |
$128K - $159K
|
23K
$489K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-2.71K- 17.36% |
$47.7K - $59.2K
|
12.9K
$274K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.54K+ 15.21% |
$133K - $165K
|
57.1K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.99K- 1.57% |
$35K - $43.4K
|
125K
$2.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-770- 1.24% |
$13.6K - $16.8K
|
61.1K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-139K- 38.37% |
$2.45M - $3.04M
|
223K
$4.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49.6KNew |
$873K - $1.08M
|
49.6K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-7.64K- 32.78% |
$135K - $167K
|
15.7K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.5K+ 28.52% |
$79.3K - $98.4K
|
20.3K
$432K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
234+ 2.27% |
$4.12K - $5.12K
|
10.5K
$224K
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
72.7KNew |
$1.28M - $1.59M
|
72.7K
$1.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.51K- 7.71% |
$26.5K - $32.9K
|
18K
$384K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.73K+ 138.45% |
$32K - $36.5K
|
2.98K
$63.5K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.72K- 3.99% |
$31.7K - $36.1K
|
41.3K
$880K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.11K+ 1.23% |
$20.6K - $23.4K
|
91.5K
$1.95M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.4KNew |
$1.17M - $1.33M
|
63.4K
$1.35M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100+ 46.73% |
$1.85K - $2.11K
|
314
$6.69K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21KNew |
$388K - $443K
|
21K
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 48.53% |
$2.3M - $2.63M
|
382K
$8.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-248K- 36.75% |
$4.59M - $5.23M
|
427K
$9.1M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.3KNew |
$209K - $238K
|
11.3K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.97K- 29.52% |
$184K - $210K
|
23.8K
$507K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-718- 3.38% |
$13.3K - $15.1K
|
20.5K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
27K+ 79.54% |
$499K - $569K
|
61K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-112- 14.93% |
$2.07K - $2.36K
|
638
$13.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
23.4KNew |
$431K - $492K
|
23.4K
$498K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
110New |
$2.03K - $2.32K
|
110
$2.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
44.1K+ 249.08% |
$815K - $929K
|
61.8K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1KClosed |
$18.5K - $21.1K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.3K- 35.05% |
$208K - $238K
|
20.9K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.3K- 4.07% |
$264K - $301K
|
337K
$7.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.31K+ 10.7% |
$172K - $196K
|
96.3K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.22KNew |
$22.6K - $25.7K
|
1.22K
$26K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.13K+ 27.23% |
$57.8K - $65.9K
|
14.6K
$311K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2.14KNew |
$39.5K - $45K
|
2.14K
$45.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.5KNew |
$213K - $243K
|
11.5K
$246K
|
|