Waddell & Associates, LLC Wisdomtree Tr Artificial Intel Transaction History

Waddell & Associates, LLC

$927 Million
Q2 2025

A detailed history of Waddell & Associates, LLC transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Waddell & Associates, LLC holds 53,221 shares of WTAI stock, worth $1.36 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

53,221

Previous 53,641 0.78%

Holding current value

$1.36 Million

Previous $1.02 Million 28.26%

% of portfolio

0.14%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$16.58 - $24.56 $6,963 - $10,315	-420 Reduced 0.78%	53,221 $1.31 Million
Q1 2025 May 07, 2025	BUY	$19.0 - $24.32 $8,930 - $11,430	470 Added 0.88%	53,641 $1.02 Million
Q4 2024 May 14, 2025	SELL	$19.51 - $23.42 $9,169 - $11,007	-470 Reduced 0.88%	53,171 $1.17 Million
Q3 2024 Nov 12, 2024	BUY	$17.62 - $21.88 $84,893 - $105,417	4,818 Added 9.96%	53,171 $1.06 Million
Q2 2024 Aug 06, 2024	SELL	$18.47 - $21.05 $14,314 - $16,313	-775 Reduced 1.58%	48,353 $1.01 Million
Q4 2023 Feb 14, 2024	BUY	$15.93 - $20.98 $379,006 - $499,156	23,792 Added 93.91%	49,128 $1.02 Million
Q3 2023 Nov 07, 2023	BUY	$16.86 - $20.3 $228,689 - $275,349	13,564 Added 115.22%	25,336 $441,000
Q2 2023 Aug 07, 2023	BUY	$15.77 - $19.67 $185,644 - $231,555	11,772 New	11,772 $224,000

Others Institutions Holding WTAI

# of Institutions

108

Shares Held

3.1M

Call Options Held

Put Options Held

200

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About WISDOMTREE TR ARTIFICIAL INTEL

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Waddell & Associates, LLC Wisdomtree Tr Artificial Intel Transaction History