Concord Wealth Partners’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
2023 Q4	–	Sell	-670	Closed	-$11.7K	–	1038
2023 Q3	$11.7K	Buy	670 +168	+33%	+$2.93K	﹤0.01%	592
2023 Q2	$9.57K	Buy	+502	New	+$9.57K	﹤0.01%	608