Cetera Investment Advisers’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 | $529K | Buy |
21,550
+699
| +3% | +$17.2K | ﹤0.01% | 2923 |
|
|
2025
Q1 | $396K | Buy |
20,851
+5,670
| +37% | +$108K | ﹤0.01% | 3047 |
|
|
2024
Q4 | $334K | Sell |
15,181
-17,705
| -54% | -$390K | ﹤0.01% | 3021 |
|
|
2024
Q3 | $655K | Sell |
32,886
-8,447
| -20% | -$168K | ﹤0.01% | 2433 |
|
|
2024
Q2 | $864K | Sell |
41,333
-1,717
| -4% | -$35.9K | ﹤0.01% | 2185 |
|
|
2024
Q1 | $894K | Buy |
+43,050
| New | +$894K | ﹤0.01% | 2165 |
|