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Larson Financial Group’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Larson Financial Group’s Portfolio WTAI Stock Details WTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$61.4K Hold
2,500
– – ﹤0.01% 994
2025
Q1 		$47.5K Hold
2,500
– – ﹤0.01% 1037
2024
Q4 		$55K Hold
2,500
– – ﹤0.01% 873
2024
Q3 		$49.8K Hold
2,500
– – ﹤0.01% 904
2024
Q2 		$52.2K Buy
+2,500
New +$52.2K ﹤0.01% 800