Advisornet Financial’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
71,214
+661
| +0.9% | +$16.2K | 0.11% | 179 |
|
|
2025
Q1 | $1.34M | Sell |
70,553
-1,210
| -2% | -$23K | 0.1% | 200 |
|
|
2024
Q4 | $1.58M | Sell |
71,763
-174
| -0.2% | -$3.83K | 0.13% | 165 |
|
|
2024
Q3 | $1.43M | Hold |
71,937
| – | – | 0.11% | 186 |
|
|
2024
Q2 | $1.5M | Buy |
71,937
+7,132
| +11% | +$149K | 0.14% | 157 |
|
|
2024
Q1 | $1.35M | Buy |
64,805
+64,094
| +9,015% | +$1.33M | 0.13% | 172 |
|
|
2023
Q4 | $14.7K | Hold |
711
| – | – | ﹤0.01% | 1193 |
|
|
2023
Q3 | $12.4K | Buy |
711
+401
| +129% | +$6.99K | ﹤0.01% | 1186 |
|
|
2023
Q2 | $5.91K | Buy |
+310
| New | +$5.91K | ﹤0.01% | 1459 |
|