Cascade Financial Partners, LLC Wisdomtree Tr Artificial Intel Transaction History

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 2025

A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 35,942 shares of WTAI stock, worth $695,837. This represents 0.09% of its overall portfolio holdings.

Number of Shares
35,942
Previous 53,370 32.66%
Holding current value
$695,837
Previous $1.17 Billion 41.84%
% of portfolio
0.09%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$19.0 - $24.32 $331,132 - $423,848
-17,428 Reduced 32.66%
35,942 $683 Million
Q3 2024

Oct 24, 2024
BUY
$17.62 - $21.88 $481,995 - $598,527
27,355 Added 105.15%
53,370 $1.09 Billion
Q2 2024

Jul 31, 2024
BUY
$18.47 - $21.05 $480,497 - $547,615
26,015 New
26,015 $544 Million

Others Institutions Holding WTAI

# of Institutions
103
Shares Held
3.28M
Call Options Held
5K
Put Options Held
200
View Full List

About WISDOMTREE TR ARTIFICIAL INTEL

WTAI Quotes by TradingView
  • Ticker WTAI
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