MRA Advisory Group’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

MRA Advisory Group’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
2026 Q2	$318K	Buy	+6,709	New	+$265K	0.12%	105
2024 Q2	–	Sell	-9,701	Closed	-$201K	–	122
2024 Q1	$201K	Sell	9,701 -1,000	-9%	-$20.7K	0.12%	95
2023 Q4	$221K	Sell	10,701 -99,470	-90%	-$1.81M	0.15%	87
2023 Q3	$1.92M	Buy	+110,171	New	+$2.05M	1.37%	28

Other funds holding WTAI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Quattro Advisors Pittsburgh, Pennsylvania $150M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MRA Advisory Group's WTAI Position: Q2 2026 in Review

MRA Advisory Group opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 6,709 shares worth $318K. The stake represents 0.12% of the portfolio and ranks #105 among its holdings. This is a return to the name: MRA Advisory Group previously reported a position in WTAI as recently as Q1 2024.

MRA Advisory Group first reported a position in WTAI in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.92M in Q3 2023. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

MRA Advisory Group held 6,709 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $318K as of Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund was a new MRA Advisory Group position in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.12% of MRA Advisory Group's portfolio in Q2 2026, its #105 holding.
MRA Advisory Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 4 quarters since.
MRA Advisory Group's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $1.92M in Q3 2023.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.