Kestra Advisory Services, LLC Wisdomtree Tr Artificial Intel Transaction History

Kestra Advisory Services, LLC

$19.6 Billion
Q1 2025

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 148,413 shares of WTAI stock, worth $3.69 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

148,413

Previous 148,632 0.15%

Holding current value

$3.69 Million

Previous $3.27 Million 13.77%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$19.0 - $24.32 $4,161 - $5,326	-219 Reduced 0.15%	148,413 $2.82 Million
Q4 2024 Feb 10, 2025	BUY	$19.51 - $23.42 $27,450 - $32,951	1,407 Added 0.96%	148,632 $3.27 Million
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

103

Shares Held

3.26M

Call Options Held

Put Options Held

200

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About WISDOMTREE TR ARTIFICIAL INTEL

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Kestra Advisory Services, LLC Wisdomtree Tr Artificial Intel Transaction History