Ancora Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-638
| Closed | -$13.3K | – | 1876 |
|
|
2024
Q2 | $13.3K | Sell |
638
-112
| -15% | -$2.34K | ﹤0.01% | 1208 |
|
|
2024
Q1 | $15.6K | Hold |
750
| – | – | ﹤0.01% | 1205 |
|
|
2023
Q4 | $15.5K | Hold |
750
| – | – | ﹤0.01% | 1169 |
|
|
2023
Q3 | $13.1K | Buy |
750
+200
| +36% | +$3.48K | ﹤0.01% | 1200 |
|
|
2023
Q2 | $10.5K | Buy |
+550
| New | +$10.5K | ﹤0.01% | 1238 |
|