JNBA Financial Advisors’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 | $24.6K | Hold |
1,000
| – | – | ﹤0.01% | 370 |
|
|
2025
Q1 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 391 |
|
|
2024
Q4 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 376 |
|
|
2024
Q3 | $19.9K | Hold |
1,000
| – | – | ﹤0.01% | 395 |
|
|
2024
Q2 | $20.9K | Hold |
1,000
| – | – | ﹤0.01% | 376 |
|
|
2024
Q1 | $20.8K | Hold |
1,000
| – | – | ﹤0.01% | 389 |
|
|
2023
Q4 | $20.7K | Hold |
1,000
| – | – | ﹤0.01% | 388 |
|
|
2023
Q3 | $17.4K | Buy |
+1,000
| New | +$17.4K | ﹤0.01% | 398 |
|