AllSquare 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	$93.9K	Hold	3,823	–	–	0.05%	157
2025 Q1	$72.6K	Buy	3,823 +435	+13%	+$8.27K	0.04%	176
2024 Q4	$74.5K	Buy	3,388 +490	+17%	+$10.8K	0.04%	173
2024 Q3	$57.8K	Buy	2,898 +761	+36%	+$15.2K	0.03%	199
2024 Q2	$44.6K	Buy	+2,137	New	+$44.6K	0.03%	214