LPL Financial’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 | $9.77M | Buy |
397,803
+15,670
| +4% | +$385K | ﹤0.01% | 1739 |
|
|
2025
Q1 | $7.26M | Buy |
382,133
+25,430
| +7% | +$483K | ﹤0.01% | 1839 |
|
|
2024
Q4 | $7.85M | Buy |
356,703
+22,132
| +7% | +$487K | ﹤0.01% | 1718 |
|
|
2024
Q3 | $6.67M | Sell |
334,571
-46,320
| -12% | -$923K | ﹤0.01% | 1756 |
|
|
2024
Q2 | $7.96M | Buy |
380,891
+92,903
| +32% | +$1.94M | ﹤0.01% | 1508 |
|
|
2024
Q1 | $5.98M | Buy |
287,988
+77,180
| +37% | +$1.6M | ﹤0.01% | 1649 |
|
|
2023
Q4 | $4.36M | Buy |
210,808
+44,981
| +27% | +$931K | ﹤0.01% | 1770 |
|
|
2023
Q3 | $2.89M | Buy |
165,827
+154,674
| +1,387% | +$2.69M | ﹤0.01% | 1987 |
|
|
2023
Q2 | $213K | Buy |
+11,153
| New | +$213K | ﹤0.01% | 4057 |
|