KWM
WTAI icon

Kingsview Wealth Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Kingsview Wealth 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 		– Sell
-20,777
Closed -$432K – 1123
2024
Q1 		$432K Buy
20,777
+3,280
+19% +$67.7K 0.01% 701
2023
Q4 		$362K Buy
17,497
+3,954
+29% +$72K 0.01% 716
2023
Q3 		$236K Buy
+13,543
New +$252K 0.01% 835

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

Kingsview Wealth Management's WTAI Position: Q2 2024 in Review

Kingsview Wealth Management sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2024, closing a stake of 20,777 shares — an estimated $432K sold.

Kingsview Wealth Management first reported a position in WTAI in Q3 2023 and held it in 3 quarters. The position peaked at $432K in Q1 2024. 89 funds tracked by Wall St. Rank hold WTAI as of Q2 2024.

  • Kingsview Wealth Management reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 20,777 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2024, an estimated $432K.
  • Kingsview Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and held it in 3 quarters.
  • Kingsview Wealth Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $432K in Q1 2024.
  • 89 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.