Creative 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 | $447K | Buy |
18,208
+1,099
| +6% | +$27K | ﹤0.01% | 2558 |
|
|
2025
Q1 | $325K | Buy |
17,109
+229
| +1% | +$4.35K | ﹤0.01% | 2673 |
|
|
2024
Q4 | $371K | Sell |
16,880
-1,134
| -6% | -$24.9K | ﹤0.01% | 2490 |
|
|
2024
Q3 | $359K | Sell |
18,014
-1,505
| -8% | -$30K | ﹤0.01% | 2376 |
|
|
2024
Q2 | $408K | Buy |
19,519
+5,263
| +37% | +$110K | ﹤0.01% | 2099 |
|
|
2024
Q1 | $296K | Buy |
+14,256
| New | +$296K | ﹤0.01% | 2253 |
|