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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2New |
$31.9 - $42
|
2
$42.6
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$1.59K - $2.1K
|
100
$2.13K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
624+ 2.85% |
$9.94K - $13.1K
|
22.6K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
4.5KNew |
$71.7K - $94.4K
|
4.5K
$95.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.4K+ 48.64% |
$389K - $513K
|
74.7K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
100New |
$1.59K - $2.1K
|
100
$2.13K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.78K- 9.68% |
$28.4K - $37.4K
|
16.6K
$355K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
600+ 6.84% |
$9.56K - $12.6K
|
9.38K
$200K
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-5- 0.76% |
$79.7 - $105
|
650
$13.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.07KNew |
$17.1K - $22.5K
|
1.07K
$22.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
60New |
$956 - $1.26K
|
60
$1.28K
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
670New |
$11.3K - $13.6K
|
670
$14.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-45.6K- 52.31% |
$768K - $925K
|
41.5K
$885K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
275New |
$4.64K - $5.58K
|
275
$5.86K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-70- 41.18% |
$1.18K - $1.42K
|
100
$2.13K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1KNew |
$16.9K - $20.3K
|
1K
$21.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
575New |
$9.69K - $11.7K
|
575
$12.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
250New |
$4.22K - $5.08K
|
250
$5.33K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
176New |
$2.97K - $3.57K
|
176
$3.75K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-59.3K- 82.46% |
$1M - $1.2M
|
12.6K
$269K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
428KNew |
$6.75M - $8.42M
|
428K
$9.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
119KNew |
$1.88M - $2.34M
|
119K
$2.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.05KNew |
$16.6K - $20.7K
|
1.05K
$22.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
101KNew |
$1.59M - $1.99M
|
101K
$2.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
138New |
$2.18K - $2.71K
|
138
$2.94K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
800New |
$12.6K - $15.7K
|
800
$17K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
770New |
$12.1K - $15.1K
|
770
$16.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100New |
$1.58K - $1.97K
|
100
$2.13K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.55KNew |
$21.7K - $27.8K
|
1.55K
$33K
|
|