Belpointe Asset Management’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
$305K Buy
12,433
+158
+1% +$3.88K 0.01% 749
2025
Q1
$233K Buy
+12,275
New +$233K 0.01% 799
2024
Q1
Sell
-22,552
Closed -$467K 844
2023
Q4
$467K Buy
22,552
+624
+3% +$12.9K 0.04% 389
2023
Q3
$382K Buy
+21,928
New +$382K 0.04% 408