A detailed history of Kestra Advisory Services, LLC transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 147,225 shares of WTAI stock, worth $3.37 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
147,225
Previous 427,411 65.55%
Holding current value
$3.37 Million
Previous $8.93 Million 67.14%
% of portfolio
0.02%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$17.62 - $21.88 $4.94 Million - $6.13 Million
-280,186 Reduced 65.55%
147,225 $2.93 Million
Q2 2024

Aug 14, 2024

SELL
$18.47 - $21.05 $4.59 Million - $5.23 Million
-248,383 Reduced 36.75%
427,411 $8.93 Million
Q1 2024

May 15, 2024

BUY
$19.43 - $21.74 $954,013 - $1.07 Million
49,100 Added 7.83%
675,794 $14 Million
Q4 2023

Feb 14, 2024

SELL
$15.93 - $20.98 $748,040 - $985,178
-46,958 Reduced 6.97%
626,694 $13 Million
Q3 2023

Nov 09, 2023

BUY
$16.86 - $20.3 $492,244 - $592,678
29,196 Added 4.53%
673,652 $11.7 Million
Q2 2023

Aug 11, 2023

BUY
$15.77 - $19.67 $10.2 Million - $12.7 Million
644,456 New
644,456 $12.3 Million

Others Institutions Holding WTAI

About WISDOMTREE TR ARTIFICIAL INTEL


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

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, 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 Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.