Latest Institutional Purchases of Wisdomtree Tr Artificial Intel (WTAI)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Artificial Intel (WTAI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
72.7KNew |
$1.28M - $1.59M
|
72.7K
$1.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49.6KNew |
$873K - $1.08M
|
49.6K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
27.4K+ 105.15% |
$482K - $599K
|
53.4K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
15.7K+ 2.12% |
$276K - $343K
|
756K
$16.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.3KNew |
$252K - $313K
|
14.3K
$305K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13.2KNew |
$232K - $289K
|
13.2K
$281K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.54K+ 15.21% |
$133K - $165K
|
57.1K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.26K+ 46.23% |
$128K - $159K
|
23K
$489K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.5K+ 28.52% |
$79.3K - $98.4K
|
20.3K
$432K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.23KNew |
$21.6K - $26.9K
|
1.23K
$26.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
967+ 1.01% |
$17K - $21.2K
|
96.4K
$2.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
400New |
$7.05K - $8.75K
|
400
$8.52K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
234+ 2.27% |
$4.12K - $5.12K
|
10.5K
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
225+ 10.39% |
$3.96K - $4.92K
|
2.39K
$50.9K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
30New |
$529 - $656
|
30
$639
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 48.53% |
$2.3M - $2.63M
|
382K
$8.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92.9K+ 32.26% |
$1.72M - $1.96M
|
381K
$8.11M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.4KNew |
$1.17M - $1.33M
|
63.4K
$1.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
48.2K+ 5.95% |
$890K - $1.01M
|
858K
$18.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
44.1K+ 249.08% |
$815K - $929K
|
61.8K
$1.32M
|
|
|
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 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
27K+ 79.54% |
$499K - $569K
|
61K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
23.4KNew |
$431K - $492K
|
23.4K
$498K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21KNew |
$388K - $443K
|
21K
$448K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
13.1KNew |
$242K - $276K
|
13.1K
$280K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.5KNew |
$213K - $243K
|
11.5K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.3KNew |
$209K - $238K
|
11.3K
$241K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.63KNew |
$178K - $203K
|
9.63K
$205K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.31K+ 10.7% |
$172K - $196K
|
96.3K
$2.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.13K+ 11.01% |
$132K - $150K
|
71.9K
$1.53M
|
|
|
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
|
Private Ocean, LLC
|
BUY
|
- |
4.59KNew |
$84.8K - $96.6K
|
4.59K
$97.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.29K+ 61.1% |
$60.7K - $69.1K
|
8.66K
$184K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.13K+ 27.23% |
$57.8K - $65.9K
|
14.6K
$311K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.5KNew |
$46.2K - $52.6K
|
2.5K
$53.3K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2.14KNew |
$39.5K - $45K
|
2.14K
$45.5K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.73K+ 138.45% |
$32K - $36.5K
|
2.98K
$63.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.42K+ 17.59% |
$26.1K - $29.8K
|
9.46K
$201K
|
|
|
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 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.22KNew |
$22.6K - $25.7K
|
1.22K
$26K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.15KNew |
$21.3K - $24.3K
|
1.15K
$24.6K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.11K+ 1.23% |
$20.6K - $23.4K
|
91.5K
$1.95M
|
|
|
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
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
965New |
$17.8K - $20.3K
|
965
$20.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
485+ 17.26% |
$8.96K - $10.2K
|
3.3K
$70.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
363+ 0.51% |
$6.7K - $7.64K
|
72.1K
$1.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
300New |
$5.54K - $6.32K
|
300
$6.39K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
240New |
$4.43K - $5.05K
|
240
$5.11K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
110New |
$2.03K - $2.32K
|
110
$2.34K
|
|