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Advisornet Financial’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Advisornet Financial’s Portfolio WTAI Stock Details WTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.34M Sell
70,345
-496
-0.7% -$19.6K 0.15% 125
2026
Q1 		$2M Buy
70,841
+2,776
+4% +$82.5K 0.1% 169
2025
Q4 		$1.98M Sell
68,065
-3,544
-5% -$106K 0.11% 167
2025
Q3 		$2.05M Buy
71,609
+395
+0.6% +$10.3K 0.12% 157
2025
Q2 		$1.75M Buy
71,214
+661
+0.9% +$13.9K 0.11% 179
2025
Q1 		$1.34M Sell
70,553
-1,210
-2% -$26.7K 0.1% 200
2024
Q4 		$1.58M Sell
71,763
-174
-0.2% -$3.72K 0.13% 165
2024
Q3 		$1.43M Hold
71,937
– – 0.11% 186
2024
Q2 		$1.5M Buy
71,937
+7,132
+11% +$143K 0.14% 157
2024
Q1 		$1.35M Buy
64,805
+64,094
+9,015% +$1.32M 0.13% 172
2023
Q4 		$14.7K Hold
711
– – ﹤0.01% 1193
2023
Q3 		$12.4K Buy
711
+401
+129% +$7.46K ﹤0.01% 1186
2023
Q2 		$5.91K Buy
+310
New +$5.41K ﹤0.01% 1459

Other funds holding WTAI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Advisornet Financial's WTAI Position: Q2 2026 in Review

Advisornet Financial reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 0.7% in Q2 2026, selling an estimated $19.6K and leaving 70,345 shares worth $3.34M. The position accounts for 0.15% of the portfolio, ranked #125.

Advisornet Financial first reported a position in WTAI in Q2 2023 and has held it in 13 quarters since. 40 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Advisornet Financial held 70,345 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $3.34M as of Q2 2026.
  • Advisornet Financial sold 496 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $19.6K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.15% of Advisornet Financial's portfolio in Q2 2026, its #125 holding.
  • Advisornet Financial first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2023 and has held it in 13 quarters since.
  • 40 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.