Cambridge Investment Research Advisors’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 | $1.05M | Sell |
42,754
-205
| -0.5% | -$5.04K | ﹤0.01% | 1905 |
|
|
2025
Q1 | $816K | Buy |
42,959
+3,404
| +9% | +$64.7K | ﹤0.01% | 2027 |
|
|
2024
Q4 | $870K | Buy |
39,555
+4,799
| +14% | +$106K | ﹤0.01% | 1981 |
|
|
2024
Q3 | $693K | Sell |
34,756
-1,143
| -3% | -$22.8K | ﹤0.01% | 2145 |
|
|
2024
Q2 | $750K | Sell |
35,899
-17,923
| -33% | -$374K | ﹤0.01% | 1985 |
|
|
2024
Q1 | $1.12M | Buy |
53,822
+13,547
| +34% | +$281K | ﹤0.01% | 1647 |
|
|
2023
Q4 | $833K | Buy |
40,275
+280
| +0.7% | +$5.79K | ﹤0.01% | 1772 |
|
|
2023
Q3 | $697K | Buy |
+39,995
| New | +$697K | ﹤0.01% | 1818 |
|