Avantax Advisory Services’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	$311K	Buy	12,668 +1,644	+15%	+$40.4K	﹤0.01%	1880
2025 Q1	$209K	Buy	+11,024	New	+$209K	﹤0.01%	2077
2024 Q3	–	Sell	-9,633	Closed	-$201K	–	2206
2024 Q2	$201K	Buy	+9,633	New	+$201K	﹤0.01%	1954