Avantax Advisory Services, Inc. Wisdomtree Tr Artificial Intel Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 12,668 shares of WTAI stock, worth $381,686. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,668
Previous 11,024 14.91%
Holding current value
$381,686
Previous $209,000 48.8%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$16.58 - $24.56 $27,257 - $40,376
1,644 Added 14.91%
12,668 $311,000
Q1 2025

May 06, 2025
BUY
$19.0 - $24.32 $209,456 - $268,103
11,024 New
11,024 $209,000
Q2 2024

Aug 09, 2024
BUY
$18.47 - $21.05 $177,921 - $202,774
9,633 New
9,633 $201,000

Others Institutions Holding WTAI

# of Institutions
107
Shares Held
3.05M
Call Options Held
9.8K
Put Options Held
0
View Full List

About WISDOMTREE TR ARTIFICIAL INTEL

WTAI Quotes by TradingView
  • Ticker WTAI
  • Sector ETFs
  • Industry ETFs
More about WTAI
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email