AE Wealth Management’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 | $43.7K | Hold |
1,778
| – | – | ﹤0.01% | 1627 |
|
|
2025
Q1 | $33.8K | Hold |
1,778
| – | – | ﹤0.01% | 1647 |
|
|
2024
Q4 | $39.1K | Buy |
+1,778
| New | +$39.1K | ﹤0.01% | 1596 |
|
|
2023
Q4 | – | Sell |
-12,612
| Closed | -$220K | – | 2192 |
|
|
2023
Q3 | $220K | Sell |
12,612
-59,294
| -82% | -$1.03M | ﹤0.01% | 1748 |
|
|
2023
Q2 | $1.37M | Buy |
+71,906
| New | +$1.37M | 0.01% | 965 |
|