Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Artificial Intel (WTAI)
This table provides information about the institutional ownership of Wisdomtree Tr Artificial Intel (WTAI) during Q4 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR ARTIFICIAL INTEL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
28.8K+ 3.81% |
$562K - $675K
|
785K
$18.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
15.4KNew |
$301K - $361K
|
15.4K
$359K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13.8K+ 22.59% |
$269K - $323K
|
74.9K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
10.7KNew |
$208K - $250K
|
10.7K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.72K+ 23.27% |
$92K - $110K
|
25K
$581K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.56K+ 24.88% |
$69.5K - $83.4K
|
17.9K
$415K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.29K+ 3.29% |
$64.1K - $76.9K
|
103K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.1KNew |
$21.5K - $25.9K
|
1.1K
$25.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
654+ 67.77% |
$12.8K - $15.3K
|
1.62K
$37.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.0% |
$19.5 - $23.4
|
49.6K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-174- 0.24% |
$3.39K - $4.08K
|
71.8K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-702- 17.46% |
$13.7K - $16.4K
|
3.32K
$77.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.84K- 79.04% |
$35.9K - $43.1K
|
488
$11.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.19K- 18.37% |
$42.7K - $51.3K
|
9.73K
$226K
|