Key Financial Inc’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Key Financial Inc’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
2025 Q3	$275K	Hold
2025 Q2	$232K	Hold
2025 Q1	$180K	Hold
2024 Q4	$208K	Hold
2024 Q3	$189K	Hold
2024 Q2	$198K	Buy
2024 Q1	$167K	Buy
2023 Q4	$104K	Hold
2023 Q3	$87.5K	Sell
2023 Q2	$97.7K	Buy