Kestra Advisory Services, LLC Wisdomtree Tr Artificial Intel Transaction History

Kestra Advisory Services, LLC

$17.3 Billion
Q3 2024

A detailed history of Kestra Advisory Services, LLC transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 147,225 shares of WTAI stock, worth $3.32 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

147,225

Previous 427,411 65.55%

Holding current value

$3.32 Million

Previous $8.93 Million 67.14%

% of portfolio

0.02%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$17.62 - $21.88 $4.94 Million - $6.13 Million	-280,186 Reduced 65.55%	147,225 $2.93 Million
Q2 2024 Aug 14, 2024	SELL	$18.47 - $21.05 $4.59 Million - $5.23 Million	-248,383 Reduced 36.75%	427,411 $8.93 Million
Q1 2024 May 15, 2024	BUY	$19.43 - $21.74 $954,013 - $1.07 Million	49,100 Added 7.83%	675,794 $14 Million
Q4 2023 Feb 14, 2024	SELL	$15.93 - $20.98 $748,040 - $985,178	-46,958 Reduced 6.97%	626,694 $13 Million
Q3 2023 Nov 09, 2023	BUY	$16.86 - $20.3 $492,244 - $592,678	29,196 Added 4.53%	673,652 $11.7 Million
Q2 2023 Aug 11, 2023	BUY	$15.77 - $19.67 $10.2 Million - $12.7 Million	644,456 New	644,456 $12.3 Million

Others Institutions Holding WTAI

# of Institutions

Shares Held

3.67M

Call Options Held

200

Put Options Held

View Full List

About WISDOMTREE TR ARTIFICIAL INTEL

Ticker WTAI
Sector ETFs
Industry ETFs

More about WTAI

Track This Portfolio

Portfolio Update

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

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Account

Kestra Advisory Services, LLC Wisdomtree Tr Artificial Intel Transaction History