Key Financial Inc’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 | $232K | Hold |
9,459
| – | – | 0.05% | 258 |
|
|
2025
Q1 | $180K | Hold |
9,459
| – | – | 0.04% | 282 |
|
|
2024
Q4 | $208K | Hold |
9,459
| – | – | 0.05% | 250 |
|
|
2024
Q3 | $189K | Hold |
9,459
| – | – | 0.04% | 258 |
|
|
2024
Q2 | $198K | Buy |
9,459
+1,415
| +18% | +$29.6K | 0.05% | 246 |
|
|
2024
Q1 | $167K | Buy |
8,044
+3,020
| +60% | +$62.7K | 0.04% | 248 |
|
|
2023
Q4 | $104K | Hold |
5,024
| – | – | 0.03% | 303 |
|
|
2023
Q3 | $87.5K | Sell |
5,024
-101
| -2% | -$1.76K | 0.03% | 321 |
|
|
2023
Q2 | $97.7K | Buy |
+5,125
| New | +$97.7K | 0.03% | 298 |
|