EPG Wealth Management’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 | $24.6K | Hold |
1,000
| – | – | 0.01% | 247 |
|
|
2025
Q1 | $19K | Hold |
1,000
| – | – | 0.01% | 333 |
|
|
2024
Q4 | $22K | Hold |
1,000
| – | – | 0.01% | 338 |
|
|
2024
Q3 | $19.9K | Buy |
+1,000
| New | +$19.9K | 0.01% | 344 |
|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$20.8K | – | 364 |
|
|
2024
Q1 | $20.8K | Hold |
1,000
| – | – | 0.01% | 360 |
|
|
2023
Q4 | $20.9K | Hold |
1,000
| – | – | 0.01% | 344 |
|
|
2023
Q3 | $17.4K | Buy |
+1,000
| New | +$17.4K | 0.01% | 344 |
|