AWM
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Accredited Wealth Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Accredited Wealth Management’s Portfolio WTAI Stock Details WTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.63K Sell
270
-4,366
-94% -$107K 0.01% 296
2025
Q1 		$88.1K Sell
4,636
-1,305
-22% -$24.8K 0.07% 97
2024
Q4 		$131K Buy
+5,941
New +$131K 0.11% 83