Kestra Private Wealth Services, LLC Wisdomtree Tr Artificial Intel Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 20,874 shares of WTAI stock, worth $615,365. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,874
Previous 14,806 40.98%
Holding current value
$615,365
Previous $363,000 64.19%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$24.13 - $29.07 $146,420 - $176,396
6,068 Added 40.98%
20,874 $596,000
Q2 2025

Aug 07, 2025
BUY
$16.58 - $24.56 $41,449 - $61,400
2,500 Added 20.32%
14,806 $363,000
Q1 2025

May 05, 2025
BUY
$19.0 - $24.32 $48,944 - $62,648
2,576 Added 26.47%
12,306 $233,000
Q4 2024

Jan 28, 2025
SELL
$19.51 - $23.42 $42,726 - $51,289
-2,190 Reduced 18.37%
9,730 $214,000
Q3 2024

Nov 13, 2024
BUY
$17.62 - $21.88 $6,695 - $8,314
380 Added 3.29%
11,920 $237,000
Q2 2024

Aug 12, 2024
BUY
$18.47 - $21.05 $213,143 - $242,917
11,540 New
11,540 $241,000

Others Institutions Holding WTAI

# of Institutions
119
Shares Held
4.09M
Call Options Held
11.1K
Put Options Held
0
View Full List

About WISDOMTREE TR ARTIFICIAL INTEL

WTAI Quotes by TradingView
  • Ticker WTAI
  • Sector ETFs
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More about WTAI
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