Avantax Advisory Services’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Avantax Advisory Services’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
2025 Q2	$311K	Buy	12,668 +1,644	+15%	+$34.6K	﹤0.01%	1880
2025 Q1	$209K	Buy	+11,024	New	+$243K	﹤0.01%	2077
2024 Q3	–	Sell	-9,633	Closed	-$201K	–	2206
2024 Q2	$201K	Buy	+9,633	New	+$193K	﹤0.01%	1954

Other funds holding WTAI

LPL Financial San Diego, California $377B AUM 19.32% 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 $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Avantax Advisory Services's WTAI Position: Q2 2025 in Review

Avantax Advisory Services increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 15% in Q2 2025, buying an estimated $34.6K and bringing the position to 12,668 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Avantax Advisory Services first reported a position in WTAI in Q2 2024 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold WTAI as of Q2 2025.

Avantax Advisory Services held 12,668 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $311K as of Q2 2025.
Avantax Advisory Services bought 1,644 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2025, an estimated $34.6K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1880 holding.
Avantax Advisory Services first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and has held it in 3 quarters since.
95 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.