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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
435+ 12.84% |
$8.27K - $10.6K
|
3.82K
$95.1K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.67K+ 37.35% |
$108K - $138K
|
20.9K
$519K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11KNew |
$209K - $268K
|
11K
$274K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11.3K- 23.42% |
$215K - $275K
|
36.9K
$919K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.58K+ 26.47% |
$48.9K - $62.6K
|
12.3K
$306K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.49K- 11.25% |
$104K - $134K
|
43.3K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-443- 3.35% |
$8.42K - $10.8K
|
12.8K
$318K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
770+ 23.2% |
$14.6K - $18.7K
|
4.09K
$102K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.27K+ 13.21% |
$24K - $30.8K
|
10.8K
$270K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-118- 1.1% |
$2.24K - $2.87K
|
10.6K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11.8K+ 885.9% |
$224K - $287K
|
13.1K
$327K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.4K+ 8.61% |
$64.7K - $82.8K
|
43K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
122New |
$2.32K - $2.97K
|
122
$3.04K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20KNew |
$381K - $487K
|
20K
$499K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
40+ 0.44% |
$760 - $973
|
9.08K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.75K+ 3172.73% |
$33.2K - $42.4K
|
1.8K
$44.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.31K+ 9.25% |
$43.9K - $56.2K
|
27.3K
$679K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-357- 22.05% |
$6.78K - $8.68K
|
1.26K
$31.4K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.5K- 50.93% |
$360K - $432K
|
17.8K
$442K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-470- 0.88% |
$9.17K - $11K
|
53.2K
$1.32M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
300New |
$5.85K - $7.03K
|
300
$7.46K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-27.4K- 58.79% |
$535K - $642K
|
19.2K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.4KNew |
$202K - $243K
|
10.4K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.07KNew |
$20.9K - $25.1K
|
1.07K
$26.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.26KNew |
$24.6K - $29.6K
|
1.26K
$31.4K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.32% |
$19.5 - $23.4
|
315
$7.84K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4KNew |
$78K - $93.7K
|
4K
$99.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.61K+ 11.83% |
$31.5K - $37.8K
|
15.2K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.78KNew |
$34.7K - $41.6K
|
1.78K
$44.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
63New |
$1.23K - $1.48K
|
63
$1.57K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-276- 91.69% |
$5.38K - $6.46K
|
25
$622
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2KNew |
$39K - $46.8K
|
2K
$49.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
727New |
$14.2K - $17K
|
727
$18.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
200+ 16.29% |
$3.9K - $4.68K
|
1.43K
$35.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.57% |
$19.5 - $23.4
|
177
$4.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
10.7KNew |
$208K - $250K
|
10.7K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13.8K+ 22.59% |
$269K - $323K
|
74.9K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
28.8K+ 3.81% |
$562K - $675K
|
785K
$19.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.84K- 79.04% |
$35.9K - $43.1K
|
488
$12.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
15.4KNew |
$301K - $361K
|
15.4K
$384K
|
|
| Q3 2024 | |||||||
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
106New |
$1.87K - $2.32K
|
106
$2.64K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
48New |
$846 - $1.05K
|
48
$1.19K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
400New |
$7.05K - $8.75K
|
400
$9.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.5KNew |
$325K - $404K
|
18.5K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$17.6K - $21.9K
|
1K
$24.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
200+ 181.82% |
$3.52K - $4.38K
|
310
$7.71K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
260+ 2.29% |
$4.58K - $5.69K
|
11.6K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
94New |
$1.66K - $2.06K
|
94
$2.34K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.7K- 19.64% |
$47.6K - $59.2K
|
11.1K
$275K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
30New |
$529 - $656
|
30
$746
|
|