Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.65M | Buy |
74,896
+13,801
| +23% | +$303K | 1.23% | 16 |
|
|
2024
Q3 | $1.22M | Sell |
61,095
-770
| -1% | -$15.3K | 0.35% | 63 |
|
|
2024
Q2 | $1.29M | Buy |
61,865
+12,000
| +24% | +$251K | 0.36% | 54 |
|
|
2024
Q1 | $1.04M | Buy |
49,865
+13,840
| +38% | +$287K | 0.31% | 69 |
|
|
2023
Q4 | $745K | Buy |
36,025
+26,025
| +260% | +$538K | 0.24% | 82 |
|
|
2023
Q3 | $174K | Buy |
+10,000
| New | +$174K | 0.06% | 233 |
|