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

Masso Torrence 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 Q3	–	Sell	-72,073	Closed	-$1.51M	–	100
2024 Q2	$1.51M	Buy	72,073 +363	+0.5%	+$7.29K	0.84%	28
2024 Q1	$1.49M	Sell	71,710 -6,218	-8%	-$128K	0.88%	27
2023 Q4	$1.61M	Buy	77,928 +3,072	+4%	+$56K	1.1%	24
2023 Q3	$1.3M	Sell	74,856 -2,013	-3%	-$37.4K	1%	33
2023 Q2	$1.47M	Buy	76,869 +23,494	+44%	+$410K	1.06%	29
2023 Q1	$937K	Buy	+53,375	New	+$879K	0.74%	34

Other funds holding WTAI

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Masso Torrence Wealth Management's WTAI Position: Q3 2024 in Review

Masso Torrence Wealth Management sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q3 2024, closing a stake of 72,073 shares — an estimated $1.51M sold.

Masso Torrence Wealth Management first reported a position in WTAI in Q1 2023 and held it in 6 quarters. The position peaked at $1.61M in Q4 2023. 87 funds tracked by Wall St. Rank hold WTAI as of Q3 2024.

Masso Torrence Wealth Management reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q3 2024 after selling out during the quarter.
Masso Torrence Wealth Management sold 72,073 WisdomTree Artificial Intelligence and Innovation Fund shares in Q3 2024, an estimated $1.51M.
Masso Torrence Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2023 and held it in 6 quarters.
Masso Torrence Wealth Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $1.61M in Q4 2023.
87 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2024.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.