CCM
WTAI icon

Chilton Capital Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Chilton Capital Management’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
Q4 		– Sell
-94
Closed -$1.87K – 687
2024
Q3 		$1.87K Buy
+94
New +$1.86K ﹤0.01% 604

Other funds holding WTAI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return

Chilton Capital Management's WTAI Position: Q4 2024 in Review

Chilton Capital Management sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q4 2024, closing a stake of 94 shares — an estimated $1.87K sold.

Chilton Capital Management first reported a position in WTAI in Q3 2024 and held it in 1 quarter. The position peaked at $1.87K in Q3 2024. 91 funds tracked by Wall St. Rank hold WTAI as of Q4 2024.

  • Chilton Capital Management reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q4 2024 after selling out during the quarter.
  • Chilton Capital Management sold 94 WisdomTree Artificial Intelligence and Innovation Fund shares in Q4 2024, an estimated $1.87K.
  • Chilton Capital Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2024 and held it in 1 quarter.
  • Chilton Capital Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $1.87K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q4 2024.

Based on Chilton Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.