Cascade Financial Partners, LLC
Position in WTAI — WisdomTree Artificial Intelligence and Innovation Fund
CIK 2021208
SAN DIEGO, CA
All Filings in WTAI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 WTAI | $1,106,824 | 37,983 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 WTAI | $1,080,082 | 37,818 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 WTAI | $933,722 | 38,018 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 WTAI | $682,898 | 35,942 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 WTAI | $1,174,140 | 53,370 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 WTAI | $1,063,664 | 53,370 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 WTAI | $543,505 | 26,015 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||