Valmark Advisers, Inc. Wisdomtree Tr Artificial Intel Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Valmark Advisers, Inc. holds 13,672 shares of WTAI stock, worth $409,202. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,672
Previous 10,336 32.28%
Holding current value
$409,202
Previous $253,000 54.15%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$24.13 - $29.07 $80,497 - $96,977
3,336 Added 32.28%
13,672 $390,000
Q2 2025

Jul 23, 2025
BUY
$16.58 - $24.56 $171,370 - $253,852
10,336 New
10,336 $253,000

Others Institutions Holding WTAI

# of Institutions
110
Shares Held
3.1M
Call Options Held
9.8K
Put Options Held
0
View Full List

About WISDOMTREE TR ARTIFICIAL INTEL

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