Focus Partners Wealth
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Focus Partners Wealth’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Focus Partners Wealth’s Portfolio WTAI Stock Details WTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$363K Sell
14,761
-431
-3% -$10.6K ﹤0.01% 1579
2025
Q1 		$289K Buy
+15,192
New +$289K ﹤0.01% 1579