Cascade Financial Partners, LLC Wisdomtree Tr Artificial Intel Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 37,818 shares of WTAI stock, worth $1.11 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

37,818

Previous 38,018 0.53%

Holding current value

$1.11 Million

Previous $934 Million 15.67%

% of portfolio

0.12%

Previous 0.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$24.13 - $29.07 $4,826 - $5,814	-200 Reduced 0.53%	37,818 $1.08 Billion
Q2 2025 Aug 07, 2025	BUY	$16.58 - $24.56 $34,420 - $50,986	2,076 Added 5.78%	38,018 $934 Million
Q1 2025 May 13, 2025	SELL	$19.0 - $24.32 $331,132 - $423,848	-17,428 Reduced 32.66%	35,942 $683 Million
Q3 2024 Oct 24, 2024	BUY	$17.62 - $21.88 $481,995 - $598,527	27,355 Added 105.15%	53,370 $1.09 Billion
Q2 2024 Jul 31, 2024	BUY	$18.47 - $21.05 $480,497 - $547,615	26,015 New	26,015 $544 Million

Others Institutions Holding WTAI

# of Institutions

119

Shares Held

4.09M

Call Options Held

11.1K

Put Options Held

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About WISDOMTREE TR ARTIFICIAL INTEL

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Cascade Financial Partners, LLC Wisdomtree Tr Artificial Intel Transaction History