A detailed history of Accredited Wealth Management, LLC transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 125 shares of WTAI stock, worth $3,685. This represents 0.01% of its overall portfolio holdings.

Number of Shares
125
Previous 270 53.7%
Holding current value
$3,685
Previous $6.63 Million 16.28%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2025

SELL
$24.13 - $29.07 $3,498 - $4,215
-145 Reduced 53.7%
125 $7.71 Million
Q2 2025

Aug 12, 2025

SELL
$16.58 - $24.56 $72,388 - $107,228
-4,366 Reduced 94.18%
270 $6.63 Million
Q1 2025

May 14, 2025

SELL
$19.0 - $24.32 $24,795 - $31,737
-1,305 Reduced 21.97%
4,636 $88.1 Million
Q4 2024

Feb 14, 2025

BUY
$19.51 - $23.42 $115,908 - $139,138
5,941 New
5,941 $131 Million

Others Institutions Holding WTAI

About WISDOMTREE TR ARTIFICIAL INTEL


  • Ticker WTAI
  • Sector ETFs
  • Industry ETFs
More about WTAI
Track This Portfolio

Track Accredited Wealth Management, LLC Portfolio

Follow Accredited Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accredited Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accredited Wealth Management, LLC with notifications on news.