Apexium 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
Sell
-10,666
Closed -$203K 288
2025
Q1
$203K Hold
10,666
0.01% 269
2024
Q4
$235K Buy
+10,666
New +$235K 0.01% 234