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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.85K+ 289.12% |
$63.9K - $94.7K
|
5.19K
$132K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.56K+ 11.85% |
$75.5K - $112K
|
43K
$1.1M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
988+ 18.85% |
$16.4K - $24.3K
|
6.23K
$159K
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
112New |
$1.86K - $2.75K
|
112
$2.86K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.23K+ 17.08% |
$53.6K - $79.4K
|
22.2K
$566K
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
49.6K+ 383.58% |
$823K - $1.22M
|
62.6K
$1.6M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
9.8KNew |
$162K - $241K
|
9.8K
$250K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.11K- 2.51% |
$18.4K - $27.3K
|
43.2K
$1.1M
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
599+ 9.2% |
$9.93K - $14.7K
|
7.11K
$182K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.7K+ 30.61% |
$509K - $754K
|
131K
$3.34M
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.9KNew |
$214K - $318K
|
12.9K
$330K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
41+ 0.45% |
$680 - $1.01K
|
9.12K
$233K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-42.9K- 24.97% |
$712K - $1.05M
|
129K
$3.29M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.38K- 5.64% |
$139K - $206K
|
140K
$3.58M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-200- 6.28% |
$3.32K - $4.91K
|
2.98K
$76.2K
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.36KNew |
$155K - $230K
|
9.36K
$239K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.1K- 49.97% |
$300K - $445K
|
18.1K
$463K
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12.5KNew |
$207K - $307K
|
12.5K
$319K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
136New |
$2.25K - $3.34K
|
136
$3.47K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.21K- 9.09% |
$20K - $29.7K
|
12.1K
$309K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.7K+ 4.1% |
$260K - $385K
|
398K
$10.2M
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.53K+ 7.64% |
$25.4K - $37.6K
|
21.6K
$551K
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-420- 0.78% |
$6.96K - $10.3K
|
53.2K
$1.36M
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-4.37K- 94.18% |
$72.4K - $107K
|
270
$6.89K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
472+ 33.05% |
$7.83K - $11.6K
|
1.9K
$48.5K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10.8K+ 24.93% |
$179K - $265K
|
54.2K
$1.38M
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
190New |
$3.15K - $4.67K
|
190
$4.85K
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.1K+ 6.42% |
$18.2K - $27K
|
18.2K
$465K
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.17% |
$16.6 - $24.6
|
602
$15.4K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.64K+ 14.91% |
$27.3K - $40.4K
|
12.7K
$323K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
699+ 3.35% |
$11.6K - $17.2K
|
21.6K
$550K
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.49K+ 3.97% |
$41.3K - $61.1K
|
65.1K
$1.66M
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.2KNew |
$153K - $226K
|
9.2K
$235K
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.47K+ 6.69% |
$41K - $60.7K
|
39.4K
$1.01M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.5K+ 20.32% |
$41.4K - $61.4K
|
14.8K
$378K
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.08K+ 5.78% |
$34.4K - $51K
|
38K
$971K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.59K+ 4.7% |
$76.1K - $113K
|
102K
$2.61M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.54K- 10.5% |
$108K - $161K
|
55.7K
$1.42M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
105New |
$1.74K - $2.58K
|
105
$2.68K
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-20.3K- 57.15% |
$336K - $498K
|
15.2K
$388K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10.5K+ 79.53% |
$173K - $257K
|
23.6K
$602K
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-125K- 87.88% |
$2.07M - $3.07M
|
17.2K
$440K
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-250- 2.36% |
$4.15K - $6.14K
|
10.4K
$264K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-205- 0.48% |
$3.4K - $5.03K
|
42.8K
$1.09M
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
810New |
$13.4K - $19.9K
|
810
$20.7K
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.18K+ 37.95% |
$69.2K - $103K
|
15.2K
$387K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
846+ 7.81% |
$14K - $20.8K
|
11.7K
$298K
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.33K+ 8.53% |
$38.6K - $57.2K
|
29.6K
$756K
|