Commonwealth Equity Services’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 | $1.37M | Sell |
55,741
-6,540
| -11% | -$161K | ﹤0.01% | 2314 |
|
|
2025
Q1 | $1.18M | Buy |
62,281
+19,794
| +47% | +$376K | ﹤0.01% | 2330 |
|
|
2024
Q4 | $935K | Sell |
42,487
-14,580
| -26% | -$321K | ﹤0.01% | 2440 |
|
|
2024
Q3 | $1.14M | Buy |
57,067
+7,536
| +15% | +$150K | ﹤0.01% | 2245 |
|
|
2024
Q2 | $1.04M | Buy |
49,531
+3,769
| +8% | +$78.8K | ﹤0.01% | 2258 |
|
|
2024
Q1 | $950K | Buy |
45,762
+30,539
| +201% | +$634K | ﹤0.01% | 2287 |
|
|
2023
Q4 | $315K | Buy |
+15,223
| New | +$315K | ﹤0.01% | 3132 |
|