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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.29K+ 3.29% |
$64.1K - $76.9K
|
103K
$2.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-702- 17.46% |
$13.7K - $16.4K
|
3.32K
$77.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.1KNew |
$21.5K - $25.9K
|
1.1K
$25.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.19K- 18.37% |
$42.7K - $51.3K
|
9.73K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.72K+ 23.27% |
$92K - $110K
|
25K
$581K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
10.7KNew |
$208K - $250K
|
10.7K
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.0% |
$19.5 - $23.4
|
49.6K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.56K+ 24.88% |
$69.5K - $83.4K
|
17.9K
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
654+ 67.77% |
$12.8K - $15.3K
|
1.62K
$37.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13.8K+ 22.59% |
$269K - $323K
|
74.9K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
28.8K+ 3.81% |
$562K - $675K
|
785K
$18.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
15.4KNew |
$301K - $361K
|
15.4K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-174- 0.24% |
$3.39K - $4.08K
|
71.8K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.84K- 79.04% |
$35.9K - $43.1K
|
488
$11.3K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.53K- 79.87% |
$26.9K - $33.4K
|
385
$8.95K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
48New |
$846 - $1.05K
|
48
$1.12K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.38K- 26.79% |
$112K - $139K
|
17.4K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-236K- 61.69% |
$4.15M - $5.15M
|
146K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-543- 3.15% |
$9.57K - $11.9K
|
16.7K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-52.1K- 54.13% |
$918K - $1.14M
|
44.2K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.65K+ 30.59% |
$46.7K - $58K
|
11.3K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.4K- 18.74% |
$201K - $250K
|
49.5K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
6.98KNew |
$123K - $153K
|
6.98K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.03% |
$17.6 - $21.9
|
2.98K
$69.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
107KNew |
$1.89M - $2.34M
|
107K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
54K+ 87.29% |
$951K - $1.18M
|
116K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1KNew |
$17.6K - $21.9K
|
1K
$23.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.9KNew |
$457K - $567K
|
25.9K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-14.4K- 23.53% |
$253K - $314K
|
46.6K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.3K+ 79.39% |
$887K - $1.1M
|
114K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
400New |
$7.05K - $8.75K
|
400
$9.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$17.6K - $21.9K
|
1K
$23.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
200+ 181.82% |
$3.52K - $4.38K
|
310
$7.2K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
761+ 35.61% |
$13.4K - $16.7K
|
2.9K
$67.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-280K- 65.55% |
$4.94M - $6.13M
|
147K
$3.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-485- 14.72% |
$8.55K - $10.6K
|
2.81K
$65.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.08K- 88.13% |
$19K - $23.6K
|
145
$3.37K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.35K- 16.02% |
$59K - $73.3K
|
17.6K
$408K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
57+ 0.9% |
$1K - $1.25K
|
6.36K
$148K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.5KNew |
$325K - $404K
|
18.5K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.45K- 20.44% |
$149K - $185K
|
32.9K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
260+ 2.29% |
$4.58K - $5.69K
|
11.6K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-989- 6.77% |
$17.4K - $21.6K
|
13.6K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
466New |
$8.21K - $10.2K
|
466
$10.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
4.82K+ 9.96% |
$84.9K - $105K
|
53.2K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
94New |
$1.66K - $2.06K
|
94
$2.18K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-852- 73.89% |
$15K - $18.6K
|
301
$7K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46.3K- 12.16% |
$816K - $1.01M
|
335K
$7.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
967+ 1.01% |
$17K - $21.2K
|
96.4K
$2.24M
|
|