MeadowBrook Investment Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

MeadowBrook Investment Advisors’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
2025 Q1	–	Sell	-100	Closed	-$2.2K	–	312
2024 Q4	$2.2K	Hold	100	–	–	﹤0.01%	308
2024 Q3	$1.99K	Hold	100	–	–	﹤0.01%	309
2024 Q2	$2.09K	Hold	100	–	–	﹤0.01%	298
2024 Q1	$2.08K	Hold	100	–	–	﹤0.01%	301
2023 Q4	$2.07K	Buy	+100	New	+$1.82K	﹤0.01%	313

Other funds holding WTAI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ASN

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return

KAS

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FTUS

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

MeadowBrook Investment Advisors's WTAI Position: Q1 2025 in Review

MeadowBrook Investment Advisors sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2025, closing a stake of 100 shares — an estimated $2.2K sold.

MeadowBrook Investment Advisors first reported a position in WTAI in Q4 2023 and held it in 5 quarters. The position peaked at $2.2K in Q4 2024. 91 funds tracked by Wall St. Rank hold WTAI as of Q1 2025.

MeadowBrook Investment Advisors reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q1 2025 after selling out during the quarter.
MeadowBrook Investment Advisors sold 100 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2025, an estimated $2.2K.
MeadowBrook Investment Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and held it in 5 quarters.
MeadowBrook Investment Advisors's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $2.2K in Q4 2024.
91 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.