Ausdal Financial Partners’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$553K Sell
19,602
-305
-2% -$9.07K 0.02% 550
2025
Q4
$580K Buy
19,907
+157
+0.8% +$4.69K 0.03% 494
2025
Q3
$564K Buy
19,750
+6,816
+53% +$177K 0.03% 521
2025
Q2
$318K Buy
+12,934
New +$272K 0.02% 536

Other funds holding WTAI

Ausdal Financial Partners's WTAI Position: Q1 2026 in Review

Ausdal Financial Partners reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 1.5% in Q1 2026, selling an estimated $9.07K and leaving 19,602 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #550.

Ausdal Financial Partners first reported a position in WTAI in Q2 2025 and has held it in 4 quarters since. The position peaked at $580K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Ausdal Financial Partners held 19,602 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $553K as of Q1 2026.
  • Ausdal Financial Partners sold 305 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $9.07K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #550 holding.
  • Ausdal Financial Partners first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2025 and has held it in 4 quarters since.
  • Ausdal Financial Partners's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $580K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.