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Carmichael Hill & Associates’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Carmichael Hill & Associates’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
2024
Q3 		$21.3K Hold
1,071
– – 0.01% 499
2024
Q2 		$22.4K Hold
1,071
– – 0.01% 468
2024
Q1 		$22.2K Hold
1,071
– – 0.01% 464
2023
Q4 		$22.2K Buy
+1,071
New +$19.5K 0.01% 458

Other funds holding WTAI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Carmichael Hill & Associates's WTAI Position: Q3 2024 in Review

Carmichael Hill & Associates held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q3 2024 at 1,071 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #499.

Carmichael Hill & Associates first reported a position in WTAI in Q4 2023 and has held it in 4 quarters since. The position peaked at $22.4K in Q2 2024. 87 funds tracked by Wall St. Rank hold WTAI as of Q3 2024.

  • Carmichael Hill & Associates held 1,071 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $21.3K as of Q3 2024.
  • Carmichael Hill & Associates left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q3 2024.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #499 holding.
  • Carmichael Hill & Associates first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and has held it in 4 quarters since.
  • Carmichael Hill & Associates's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $22.4K in Q2 2024.
  • 87 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.