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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.3KNew |
$171K - $254K
|
10.3K
$257K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
158+ 1.29% |
$2.62K - $3.88K
|
12.4K
$309K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.98KNew |
$149K - $221K
|
8.98K
$223K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30New |
$497 - $737
|
30
$746
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.82K- 4.53% |
$79.8K - $118K
|
102K
$2.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
8.64KNew |
$143K - $212K
|
8.64K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3.98K- 41.59% |
$66K - $97.7K
|
5.59K
$139K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.04K- 5.37% |
$17.2K - $25.4K
|
18.3K
$454K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.5K- 7.08% |
$58K - $86K
|
46K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-505- 1.8% |
$8.37K - $12.4K
|
27.5K
$684K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
661+ 0.94% |
$11K - $16.2K
|
71.2K
$1.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
200+ 1.28% |
$3.32K - $4.91K
|
15.8K
$393K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-148- 0.92% |
$2.45K - $3.63K
|
15.9K
$395K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
35.5KNew |
$674K - $863K
|
35.5K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.01K- 1.96% |
$114K - $146K
|
301K
$7.49M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.59K- 1.6% |
$30.2K - $38.7K
|
97.6K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.6K+ 27.44% |
$410K - $525K
|
100K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.07% |
$19 - $24.3
|
1.33K
$33.2K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
134K+ 1568.38% |
$2.54M - $3.25M
|
142K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.2KNew |
$878K - $1.12M
|
46.2K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$3.8K - $4.86K
|
200
$4.98K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
229+ 1.36% |
$4.35K - $5.57K
|
17.1K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.92K+ 18.82% |
$189K - $241K
|
62.7K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.55K+ 13.61% |
$29.5K - $37.7K
|
12.9K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-219- 0.15% |
$4.16K - $5.33K
|
148K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
73.1KNew |
$1.39M - $1.78M
|
73.1K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-1.31K- 21.97% |
$24.8K - $31.7K
|
4.64K
$115K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.72K+ 583.26% |
$51.6K - $66.1K
|
3.18K
$79.2K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-79.6K- 67.43% |
$1.51M - $1.94M
|
38.4K
$956K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
252+ 4.03% |
$4.79K - $6.13K
|
6.51K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-635- 29.0% |
$12.1K - $15.4K
|
1.56K
$38.7K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
769+ 4.24% |
$14.6K - $18.7K
|
18.9K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
117KNew |
$2.22M - $2.84M
|
117K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.94KNew |
$36.9K - $47.2K
|
1.94K
$48.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
736+ 5.86% |
$14K - $17.9K
|
13.3K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
847New |
$16.1K - $20.6K
|
847
$21.1K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.74K+ 249.17% |
$71.1K - $91K
|
5.24K
$130K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-17.4K- 32.66% |
$331K - $424K
|
35.9K
$894K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.9K+ 4.47% |
$36K - $46.1K
|
44.3K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-135K- 44.0% |
$2.57M - $3.29M
|
172K
$4.28M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-367- 95.32% |
$6.97K - $8.93K
|
18
$448
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.8K+ 46.59% |
$376K - $481K
|
62.3K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-503- 45.56% |
$9.56K - $12.2K
|
601
$15K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.77K- 73.88% |
$33.6K - $43K
|
625
$15.6K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
11KNew |
$209K - $268K
|
11K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.4K+ 7.13% |
$483K - $618K
|
382K
$9.51M
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-700- 0.96% |
$13.3K - $17K
|
71.8K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 2.67% |
$4.75K - $6.08K
|
9.13K
$227K
|
|