Kestra Private Wealth Services, LLC Wisdomtree Tr Artificial Intel Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 14,806 shares of WTAI stock, worth $377,997. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,806
Previous 12,306 20.32%
Holding current value
$377,997
Previous $233,000 55.79%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Aug 07, 2025
BUY
$16.58 - $24.56 $41,449 - $61,400
2,500 Added 20.32%
14,806 $363,000
Q1 2025

May 05, 2025
BUY
$19.0 - $24.32 $48,944 - $62,648
2,576 Added 26.47%
12,306 $233,000
Q4 2024

Jan 28, 2025
SELL
$19.51 - $23.42 $42,726 - $51,289
-2,190 Reduced 18.37%
9,730 $214,000
Q3 2024

Nov 13, 2024
BUY
$17.62 - $21.88 $6,695 - $8,314
380 Added 3.29%
11,920 $237,000
Q2 2024

Aug 12, 2024
BUY
$18.47 - $21.05 $213,143 - $242,917
11,540 New
11,540 $241,000

Others Institutions Holding WTAI

# of Institutions
107
Shares Held
3.17M
Call Options Held
5K
Put Options Held
200
View Full List

About WISDOMTREE TR ARTIFICIAL INTEL

WTAI Quotes by TradingView
  • Ticker WTAI
  • Sector ETFs
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More about WTAI
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