Householder Group Estate & Retirement Specialist’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$1.65M	Buy	74,896 +13,801	+23%	+$295K	1.23%	16
2024 Q3	$1.22M	Sell	61,095 -770	-1%	-$15.2K	0.35%	63
2024 Q2	$1.29M	Buy	61,865 +12,000	+24%	+$241K	0.36%	54
2024 Q1	$1.04M	Buy	49,865 +13,840	+38%	+$286K	0.31%	69
2023 Q4	$745K	Buy	36,025 +26,025	+260%	+$474K	0.24%	82
2023 Q3	$174K	Buy	+10,000	New	+$186K	0.06%	233

Other funds holding WTAI

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OIM

Orca Investment Management Roseburg, Oregon $138M AUM 51.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WTAI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 23% in Q4 2024, buying an estimated $295K and bringing the position to 74,896 shares worth $1.65M. The position accounts for 1.23% of the portfolio, ranked #16.

Householder Group Estate & Retirement Specialist first reported a position in WTAI in Q3 2023 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold WTAI as of Q4 2024.

Householder Group Estate & Retirement Specialist held 74,896 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $1.65M as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 13,801 WisdomTree Artificial Intelligence and Innovation Fund shares in Q4 2024, an estimated $295K.
WisdomTree Artificial Intelligence and Innovation Fund made up 1.23% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #16 holding.
Householder Group Estate & Retirement Specialist first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 6 quarters since.
91 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.