Carson Wealth (CWM LLC)’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 | $4K | Hold |
177
| – | – | ﹤0.01% | 4717 |
|
|
2025
Q1 | $3K | Hold |
177
| – | – | ﹤0.01% | 4694 |
|
|
2024
Q4 | $4K | Buy |
177
+1
| +0.6% | +$23 | ﹤0.01% | 4361 |
|
|
2024
Q3 | $4K | Hold |
176
| – | – | ﹤0.01% | 4221 |
|
|
2024
Q2 | $4K | Hold |
176
| – | – | ﹤0.01% | 4014 |
|
|
2024
Q1 | $4K | Hold |
176
| – | – | ﹤0.01% | 3799 |
|
|
2023
Q4 | $4K | Hold |
176
| – | – | ﹤0.01% | 3645 |
|
|
2023
Q3 | $3K | Buy |
+176
| New | +$3K | ﹤0.01% | 3718 |
|