Kingsview Wealth Management’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
2024 Q2	–	Sell	-20,777	Closed	-$432K	–	1122
2024 Q1	$432K	Buy	20,777 +3,280	+19%	+$68.1K	0.01%	701
2023 Q4	$362K	Buy	17,497 +3,954	+29%	+$81.8K	0.01%	716
2023 Q3	$236K	Buy	+13,543	New	+$236K	0.01%	835