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AlphaMark Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

AlphaMark Advisors’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
2024
Q4 		$6K Hold
250
– – ﹤0.01% 503
2024
Q3 		$5K Hold
250
– – ﹤0.01% 578
2024
Q2 		$5K Hold
250
– – ﹤0.01% 624
2024
Q1 		$5K Hold
250
– – ﹤0.01% 608
2023
Q4 		$5K Hold
250
– – ﹤0.01% 602
2023
Q3 		$4K Buy
+250
New +$4.65K ﹤0.01% 612

Other funds holding WTAI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return

AlphaMark Advisors's WTAI Position: Q4 2024 in Review

AlphaMark Advisors held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q4 2024 at 250 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

AlphaMark Advisors first reported a position in WTAI in Q3 2023 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold WTAI as of Q4 2024.

  • AlphaMark Advisors held 250 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $6K as of Q4 2024.
  • AlphaMark Advisors left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q4 2024.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #503 holding.
  • AlphaMark Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 6 quarters since.
  • 91 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.