Allworth Financial LP
Position in WTAI — WisdomTree Artificial Intelligence and Innovation Fund
CIK 1555170
FOLSOM, CA
All Filings in WTAI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 WTAI | $62,247 | 2,205 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 WTAI | $121,513 | 4,170 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 WTAI | $119,923 | 4,199 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 WTAI | $100,425 | 4,089 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 WTAI | $77,691 | 4,089 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 WTAI | $73,018 | 3,319 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 WTAI | $80,138 | 4,021 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 WTAI | $84,006 | 4,021 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 WTAI | $83,516 | 4,021 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||