Cetera Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Cetera 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
2024 Q1	$637K	Buy	30,656 +7,079	+30%	+$146K	0.01%	1442
2023 Q4	$488K	Buy	23,577 +3,533	+18%	+$64.4K	0.01%	1140
2023 Q3	$349K	Buy	20,044 +4,255	+27%	+$79.1K	0.01%	1243
2023 Q2	$301K	Buy	+15,789	New	+$275K	﹤0.01%	1310

Other funds holding WTAI

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

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

PFS

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Advisors's WTAI Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 30% in Q1 2024, buying an estimated $146K and bringing the position to 30,656 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #1442.

Cetera Advisors first reported a position in WTAI in Q2 2023 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold WTAI as of Q1 2024.

Cetera Advisors held 30,656 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $637K as of Q1 2024.
Cetera Advisors bought 7,079 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2024, an estimated $146K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1442 holding.
Cetera Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2023 and has held it in 4 quarters since.
80 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.