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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.26K+ 46.23% |
$128K - $159K
|
23K
$508K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-2.71K- 17.36% |
$47.7K - $59.2K
|
12.9K
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-770- 1.24% |
$13.6K - $16.8K
|
61.1K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.99K- 1.57% |
$35K - $43.4K
|
125K
$2.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-139K- 38.37% |
$2.45M - $3.04M
|
223K
$4.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.54K+ 15.21% |
$133K - $165K
|
57.1K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49.6KNew |
$873K - $1.08M
|
49.6K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-7.64K- 32.78% |
$135K - $167K
|
15.7K
$346K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
234+ 2.27% |
$4.12K - $5.12K
|
10.5K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.5K+ 28.52% |
$79.3K - $98.4K
|
20.3K
$448K
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
72.7KNew |
$1.28M - $1.59M
|
72.7K
$1.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.51K- 7.71% |
$26.5K - $32.9K
|
18K
$398K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100+ 46.73% |
$1.85K - $2.11K
|
314
$6.95K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
23.4KNew |
$431K - $492K
|
23.4K
$517K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-112- 14.93% |
$2.07K - $2.36K
|
638
$14.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-718- 3.38% |
$13.3K - $15.1K
|
20.5K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.3KNew |
$209K - $238K
|
11.3K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21KNew |
$388K - $443K
|
21K
$465K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.3K- 4.07% |
$264K - $301K
|
337K
$7.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$18.5 - $21.1
|
1
$22.1
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.04K+ 193.85% |
$19.2K - $21.9K
|
1.58K
$34.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.63KNew |
$178K - $203K
|
9.63K
$213K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
240New |
$4.43K - $5.05K
|
240
$5.31K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.93K- 34.09% |
$165K - $188K
|
17.3K
$382K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.5KNew |
$46.2K - $52.6K
|
2.5K
$55.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-500- 50.0% |
$9.24K - $10.5K
|
500
$11.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
300New |
$5.54K - $6.32K
|
300
$6.64K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4.59KNew |
$84.8K - $96.6K
|
4.59K
$102K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.97KNew |
$129K - $147K
|
6.97K
$154K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
13.1KNew |
$242K - $276K
|
13.1K
$290K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.42K+ 17.59% |
$26.1K - $29.8K
|
9.46K
$209K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-258- 2.56% |
$4.77K - $5.43K
|
9.81K
$217K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.66K- 45.39% |
$30.7K - $35K
|
2K
$44.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
48.2K+ 5.95% |
$890K - $1.01M
|
858K
$19M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
363+ 0.51% |
$6.7K - $7.64K
|
72.1K
$1.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
965New |
$17.8K - $20.3K
|
965
$21.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.13K+ 11.01% |
$132K - $150K
|
71.9K
$1.59M
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
270New |
$5.25K - $5.87K
|
270
$5.97K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
8.5KNew |
$165K - $185K
|
8.5K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.4KNew |
$27.2K - $30.4K
|
1.4K
$31K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
300New |
$5.83K - $6.52K
|
300
$6.64K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
335New |
$6.51K - $7.28K
|
335
$7.41K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
660New |
$12.8K - $14.3K
|
660
$14.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.08K+ 30.03% |
$138K - $154K
|
30.7K
$678K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$222K - $249K
|
11.4K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-109- 66.46% |
$2.12K - $2.37K
|
55
$1.22K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.28K+ 18.75% |
$63.7K - $71.3K
|
20.8K
$460K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.67KNew |
$32.5K - $36.3K
|
1.67K
$37K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.04% |
$19.4 - $21.7
|
2.79K
$61.6K
|
|