CIBC Private Wealth Group’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 | $38.2K | Hold |
1,555
| – | – | ﹤0.01% | 1766 |
|
|
2025
Q1 | $25.8K | Sell |
1,555
-635
| -29% | -$10.5K | ﹤0.01% | 1905 |
|
|
2024
Q4 | $49.3K | Sell |
2,190
-620
| -22% | -$13.9K | ﹤0.01% | 1686 |
|
|
2024
Q3 | $56K | Sell |
2,810
-485
| -15% | -$9.67K | ﹤0.01% | 1731 |
|
|
2024
Q2 | $71.6K | Buy |
3,295
+485
| +17% | +$10.5K | ﹤0.01% | 1529 |
|
|
2024
Q1 | $58.5K | Buy |
+2,810
| New | +$58.5K | ﹤0.01% | 1608 |
|