Cambridge Investment Research Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Cambridge Investment Research Advisors’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
2026 Q2	$1.31M	Buy	27,618 +1,994	+8%	+$78.8K	﹤0.01%	1897
2026 Q1	$723K	Buy	25,624 +3,660	+17%	+$109K	﹤0.01%	2461
2025 Q4	$640K	Sell	21,964 -1,667	-7%	-$49.8K	﹤0.01%	2494
2025 Q3	$675K	Sell	23,631 -19,123	-45%	-$498K	﹤0.01%	2387
2025 Q2	$1.05M	Sell	42,754 -205	-0.5%	-$4.31K	﹤0.01%	1905
2025 Q1	$816K	Buy	42,959 +3,404	+9%	+$75K	﹤0.01%	2027
2024 Q4	$870K	Buy	39,555 +4,799	+14%	+$103K	﹤0.01%	1981
2024 Q3	$693K	Sell	34,756 -1,143	-3%	-$22.6K	﹤0.01%	2145
2024 Q2	$750K	Sell	35,899 -17,923	-33%	-$360K	﹤0.01%	1985
2024 Q1	$1.12M	Buy	53,822 +13,547	+34%	+$280K	﹤0.01%	1647
2023 Q4	$833K	Buy	40,275 +280	+0.7%	+$5.1K	﹤0.01%	1772
2023 Q3	$697K	Buy	+39,995	New	+$744K	﹤0.01%	1818

Other funds holding WTAI

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PFS

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return

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

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Cambridge Investment Research Advisors's WTAI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 7.8% in Q2 2026, buying an estimated $78.8K and bringing the position to 27,618 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Cambridge Investment Research Advisors first reported a position in WTAI in Q3 2023 and has held it in 12 quarters since. 49 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Cambridge Investment Research Advisors held 27,618 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $1.31M as of Q2 2026.
Cambridge Investment Research Advisors bought 1,994 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $78.8K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1897 holding.
Cambridge Investment Research Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 12 quarters since.
49 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.