Centerpoint 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 | $14K | Hold |
575
| – | – | ﹤0.01% | 297 |
|
|
2025
Q1 | $11K | Hold |
575
| – | – | ﹤0.01% | 318 |
|
|
2024
Q4 | $13K | Hold |
575
| – | – | ﹤0.01% | 331 |
|
|
2024
Q3 | $11K | Hold |
575
| – | – | ﹤0.01% | 353 |
|
|
2024
Q2 | $12K | Hold |
575
| – | – | ﹤0.01% | 337 |
|
|
2024
Q1 | $12K | Hold |
575
| – | – | ﹤0.01% | 317 |
|
|
2023
Q4 | $12K | Hold |
575
| – | – | ﹤0.01% | 318 |
|
|
2023
Q3 | $10K | Buy |
+575
| New | +$10K | ﹤0.01% | 339 |
|