Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 8431 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8569 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8570 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8580 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8584 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8516 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8309 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8097 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7802 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7813 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7638 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7532 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7395 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7273 |
|