Glen Eagle Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Glen Eagle Advisors’s Portfolio WTAI Stock Details WTAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-270	Closed	-$6.63K	–	1150
2025 Q2	$6.63K	Hold	270	–	–	﹤0.01%	698
2025 Q1	$5.13K	Hold	270	–	–	﹤0.01%	724
2024 Q4	$5.94K	Hold	270	–	–	﹤0.01%	725
2024 Q3	$5.38K	Hold	270	–	–	﹤0.01%	748
2024 Q2	$5.64K	Hold	270	–	–	﹤0.01%	747
2024 Q1	$5.61K	Hold	270	–	–	﹤0.01%	750
2023 Q4	$5.59K	Hold	270	–	–	﹤0.01%	719
2023 Q3	$4.7K	Buy	+270	New	+$5.02K	﹤0.01%	735

Other funds holding WTAI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Glen Eagle Advisors's WTAI Position: Q3 2025 in Review

Glen Eagle Advisors sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q3 2025, closing a stake of 270 shares — an estimated $6.63K sold.

Glen Eagle Advisors first reported a position in WTAI in Q3 2023 and held it in 8 quarters. The position peaked at $6.63K in Q2 2025. 106 funds tracked by Wall St. Rank hold WTAI as of Q3 2025.

Glen Eagle Advisors reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q3 2025 after selling out during the quarter.
Glen Eagle Advisors sold 270 WisdomTree Artificial Intelligence and Innovation Fund shares in Q3 2025, an estimated $6.63K.
Glen Eagle Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and held it in 8 quarters.
Glen Eagle Advisors's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $6.63K in Q2 2025.
106 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2025.

Based on Glen Eagle Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.