Creative Financial Designs’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	$579K	Buy	23,594 +10,452	+80%	+$257K	0.04%	304
2025 Q1	$250K	Buy	13,142 +11,809	+886%	+$224K	0.02%	397
2024 Q4	$29.3K	Buy	+1,333	New	+$29.3K	﹤0.01%	958
2023 Q3	–	Sell	-800	Closed	-$15.3K	–	1561
2023 Q2	$15.3K	Buy	+800	New	+$15.3K	﹤0.01%	910