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Highlander Capital Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Highlander Capital Management’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
Q1 		$5.71K Hold
275
– – ﹤0.01% 776
2023
Q4 		$5.69K Hold
275
– – ﹤0.01% 796
2023
Q3 		$5K Buy
+275
New +$5.11K ﹤0.01% 776

Other funds holding WTAI

SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Highlander Capital Management's WTAI Position: Q1 2024 in Review

Highlander Capital Management held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2024 at 275 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Highlander Capital Management first reported a position in WTAI in Q3 2023 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold WTAI as of Q1 2024.

  • Highlander Capital Management held 275 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $5.71K as of Q1 2024.
  • Highlander Capital Management left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q1 2024.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Highlander Capital Management's portfolio in Q1 2024, its #776 holding.
  • Highlander Capital Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.