MRA Advisory Group’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
Q2
Sell
-9,701
Closed -$201K 122
2024
Q1
$201K Sell
9,701
-1,000
-9% -$20.8K 0.12% 95
2023
Q4
$221K Sell
10,701
-99,470
-90% -$2.06M 0.15% 87
2023
Q3
$1.92M Buy
+110,171
New +$1.92M 1.37% 28