Comprehensive Financial Planning’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	$14.8K	Buy	602 +1	+0.2%	+$25	0.01%	208
2025 Q1	$11.4K	Sell	601 -503	-46%	-$9.57K	0.01%	207
2024 Q4	$24.3K	Buy	+1,104	New	+$24.3K	0.02%	194