Masso Torrence 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
Q3 | – | Sell |
-72,073
| Closed | -$1.51M | – | 100 |
|
|
2024
Q2 | $1.51M | Buy |
72,073
+363
| +0.5% | +$7.58K | 0.84% | 28 |
|
|
2024
Q1 | $1.49M | Sell |
71,710
-6,218
| -8% | -$129K | 0.88% | 27 |
|
|
2023
Q4 | $1.61M | Buy |
77,928
+3,072
| +4% | +$63.6K | 1.1% | 24 |
|
|
2023
Q3 | $1.3M | Sell |
74,856
-2,013
| -3% | -$35.1K | 1% | 33 |
|
|
2023
Q2 | $1.47M | Buy |
76,869
+23,494
| +44% | +$448K | 1.06% | 29 |
|
|
2023
Q1 | $937K | Buy |
+53,375
| New | +$937K | 0.74% | 34 |
|