CA
WTAI icon

Continuum Advisory’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Continuum Advisory’s Portfolio WTAI Stock Details WTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-48
Closed -$1.06K – 1957
2024
Q4 		$1.06K Hold
48
– – ﹤0.01% 1604
2024
Q3 		$1.02K Buy
+48
New +$948 ﹤0.01% 1617

Other funds holding WTAI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Continuum Advisory's WTAI Position: Q1 2025 in Review

Continuum Advisory sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2025, closing a stake of 48 shares — an estimated $1.06K sold.

Continuum Advisory first reported a position in WTAI in Q3 2024 and held it in 2 quarters. The position peaked at $1.06K in Q4 2024. 91 funds tracked by Wall St. Rank hold WTAI as of Q1 2025.

  • Continuum Advisory reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 48 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2025, an estimated $1.06K.
  • Continuum Advisory first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2024 and held it in 2 quarters.
  • Continuum Advisory's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $1.06K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.