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Moloney Securities Asset Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Moloney Securities Asset 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
Q2 		– Sell
-16,644
Closed -$346K – 500
2024
Q1 		$346K Hold
16,644
– – 0.05% 322
2023
Q4 		$344K Sell
16,644
-1,783
-10% -$32.5K 0.05% 316
2023
Q3 		$321K Buy
+18,427
New +$343K 0.06% 303

Other funds holding WTAI

SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Moloney Securities Asset Management's WTAI Position: Q2 2024 in Review

Moloney Securities Asset Management sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2024, closing a stake of 16,644 shares — an estimated $346K sold.

Moloney Securities Asset Management first reported a position in WTAI in Q3 2023 and held it in 3 quarters. The position peaked at $346K in Q1 2024. 89 funds tracked by Wall St. Rank hold WTAI as of Q2 2024.

  • Moloney Securities Asset Management reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q2 2024 after selling out during the quarter.
  • Moloney Securities Asset Management sold 16,644 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2024, an estimated $346K.
  • Moloney Securities Asset Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and held it in 3 quarters.
  • Moloney Securities Asset Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $346K in Q1 2024.
  • 89 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2024.

Based on Moloney Securities Asset Management's 13F filing for Q2 2024, filed 30 Jul 2024.