Kestra Advisory Services, LLC
Position in WTAI — WisdomTree Artificial Intelligence and Innovation Fund
CIK 1830819
AUSTIN, TX
All Filings in WTAI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 WTAI | $7,932,686 | 281,002 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 WTAI | $4,531,036 | 155,492 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 WTAI | $4,328,639 | 151,563 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 WTAI | $3,439,284 | 140,036 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 WTAI | $2,819,847 | 148,413 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 WTAI | $3,269,904 | 148,632 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 WTAI | $2,934,194 | 147,225 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 WTAI | $8,929,470 | 427,411 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 WTAI | $14,036,241 | 675,794 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 WTAI | $12,966,298 | 626,694 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 WTAI | $11,735,017 | 673,652 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 WTAI | $12,289,775 | 644,456 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||