Harbor Investment Advisory’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	–	Sell	-1,262	Closed	-$24K	–	1213
2025 Q1	$24K	Sell	1,262 -357	-22%	-$6.78K	﹤0.01%	745
2024 Q4	$35.6K	Buy	1,619 +654	+68%	+$14.4K	﹤0.01%	647
2024 Q3	$19.2K	Hold	965	–	–	﹤0.01%	743
2024 Q2	$20.2K	Buy	+965	New	+$20.2K	﹤0.01%	739