Halbert Hargrove Global Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Halbert Hargrove Global 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	$194K	Buy
2025 Q2	$137K	Sell
2025 Q1	$171K	Sell
2024 Q4	$211K	Buy
2024 Q3	–	Sell
2024 Q2	$205K	Sell
2024 Q1	$209K	Buy
2023 Q4	–	Sell
2023 Q3	$176K	Buy