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Great Lakes Retirement’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Great Lakes Retirement’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
2024
Q3 		– Sell
-240
Closed -$5.01K – 674
2024
Q2 		$5.01K Buy
+240
New +$4.82K ﹤0.01% 539

Other funds holding WTAI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Great Lakes Retirement's WTAI Position: Q3 2024 in Review

Great Lakes Retirement sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q3 2024, closing a stake of 240 shares — an estimated $5.01K sold.

Great Lakes Retirement first reported a position in WTAI in Q2 2024 and held it in 1 quarter. The position peaked at $5.01K in Q2 2024. 87 funds tracked by Wall St. Rank hold WTAI as of Q3 2024.

  • Great Lakes Retirement reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 240 WisdomTree Artificial Intelligence and Innovation Fund shares in Q3 2024, an estimated $5.01K.
  • Great Lakes Retirement first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and held it in 1 quarter.
  • Great Lakes Retirement's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $5.01K in Q2 2024.
  • 87 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.