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 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$18.5 - $21.1
|
1
$21.3
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.31K+ 218.83% |
$24.3K - $27.6K
|
1.91K
$40.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41.1K+ 207.26% |
$759K - $865K
|
60.9K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.04K+ 193.85% |
$19.2K - $21.9K
|
1.58K
$33.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
485+ 17.26% |
$8.96K - $10.2K
|
3.3K
$70.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.63KNew |
$178K - $203K
|
9.63K
$205K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
240New |
$4.43K - $5.05K
|
240
$5.11K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.93K- 34.09% |
$165K - $188K
|
17.3K
$368K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.29K+ 61.1% |
$60.7K - $69.1K
|
8.66K
$184K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92.9K+ 32.26% |
$1.72M - $1.96M
|
381K
$8.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
62+ 0.36% |
$1.15K - $1.31K
|
17.2K
$367K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-775- 1.58% |
$14.3K - $16.3K
|
48.4K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.5KNew |
$46.2K - $52.6K
|
2.5K
$53.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
300New |
$5.54K - $6.32K
|
300
$6.39K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-500- 50.0% |
$9.24K - $10.5K
|
500
$10.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4.59KNew |
$84.8K - $96.6K
|
4.59K
$97.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.97KNew |
$129K - $147K
|
6.97K
$148K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
13.1KNew |
$242K - $276K
|
13.1K
$280K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.42K+ 17.59% |
$26.1K - $29.8K
|
9.46K
$201K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.66K- 45.39% |
$30.7K - $35K
|
2K
$42.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-258- 2.56% |
$4.77K - $5.43K
|
9.81K
$209K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.15KNew |
$21.3K - $24.3K
|
1.15K
$24.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
48.2K+ 5.95% |
$890K - $1.01M
|
858K
$18.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
363+ 0.51% |
$6.7K - $7.64K
|
72.1K
$1.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-115- 1.0% |
$2.12K - $2.42K
|
11.4K
$242K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
965New |
$17.8K - $20.3K
|
965
$20.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.13K+ 11.01% |
$132K - $150K
|
71.9K
$1.53M
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
184+ 2.92% |
$3.58K - $4K
|
6.49K
$138K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
507New |
$9.85K - $11K
|
507
$10.8K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
270New |
$5.25K - $5.87K
|
270
$5.75K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
8.5KNew |
$165K - $185K
|
8.5K
$181K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
335New |
$6.51K - $7.28K
|
335
$7.14K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.4KNew |
$27.2K - $30.4K
|
1.4K
$29.8K
|
|
|
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
$6.39K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
51.7KNew |
$1M - $1.12M
|
51.7K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$3.89K - $4.35K
|
200
$4.26K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
660New |
$12.8K - $14.3K
|
660
$14.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.08K+ 30.03% |
$138K - $154K
|
30.7K
$653K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$222K - $249K
|
11.4K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-109- 66.46% |
$2.12K - $2.37K
|
55
$1.17K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.28K+ 18.75% |
$63.7K - $71.3K
|
20.8K
$443K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.67KNew |
$32.5K - $36.3K
|
1.67K
$35.6K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.04% |
$19.4 - $21.7
|
2.79K
$59.3K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1K- 9.34% |
$19.4K - $21.7K
|
9.7K
$207K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
4.02KNew |
$78.1K - $87.4K
|
4.02K
$85.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
700New |
$13.6K - $15.2K
|
700
$14.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
42+ 0.39% |
$816 - $913
|
10.9K
$233K
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-65- 19.12% |
$1.04K - $1.36K
|
275
$5.86K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$165K - $218K
|
10.4K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.58K+ 4017.27% |
$89K - $117K
|
5.72K
$122K
|
|