Private Ocean, LLC Wisdomtree Tr Artificial Intel Transaction History

Private Ocean, LLC

$1.08 Billion
Q2 2024

A detailed history of Private Ocean, LLC transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Private Ocean, LLC holds 4,590 shares of WTAI stock, worth $108,920. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,590

Holding current value

$108,920

% of portfolio

0.01%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$18.47 - $21.05 $84,777 - $96,619	4,590 New	4,590 $95,000
Q4 2023 Jan 22, 2024	BUY	$15.93 - $20.98 $73,118 - $96,298	4,590 New	4,590 $94,000

Others Institutions Holding WTAI

# of Institutions

100

Shares Held

4.1M

Call Options Held

200

Put Options Held

Hennion & Walsh Asset Management, Inc.

785K
Shares

$18.6 Million
0.82% of portfolio
Lpl Financial LLC Fort Mill, SC

357K
Shares

$8.46 Million
0.0% of portfolio
Advisory Services Network, LLC

337K
Shares

$7.99 Million
0.14% of portfolio
Raymond James Financial Inc St. Petersburg, FL

307K
Shares

$7.29 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

223K
Shares

$5.29 Million
0.0% of portfolio

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 Private Ocean, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Ocean, LLC with notifications on news.

Account