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Institutional & Family Asset Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Institutional & Family Asset 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
Q2 		$34.9K Hold
1,672
– – 0.01% 277
2024
Q1 		$34.7K Buy
+1,672
New +$34.5K 0.01% 280

Other funds holding WTAI

SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Institutional & Family Asset Management's WTAI Position: Q2 2024 in Review

Institutional & Family Asset Management held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2024 at 1,672 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #277.

Institutional & Family Asset Management first reported a position in WTAI in Q1 2024 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold WTAI as of Q2 2024.

  • Institutional & Family Asset Management held 1,672 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $34.9K as of Q2 2024.
  • Institutional & Family Asset Management left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2024.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #277 holding.
  • Institutional & Family Asset Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2024 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.