Fox Hill 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 | $390K | Sell |
15,895
-148
| -0.9% | -$3.64K | 0.2% | 78 |
|
|
2025
Q1 | $305K | Sell |
16,043
-387
| -2% | -$7.35K | 0.18% | 83 |
|
|
2024
Q4 | $361K | Sell |
16,430
-239
| -1% | -$5.26K | 0.2% | 76 |
|
|
2024
Q3 | $332K | Sell |
16,669
-543
| -3% | -$10.8K | 0.18% | 79 |
|
|
2024
Q2 | $360K | Buy |
17,212
+62
| +0.4% | +$1.3K | 0.22% | 71 |
|
|
2024
Q1 | $356K | Buy |
+17,150
| New | +$356K | 0.24% | 74 |
|