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

PFS

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

BCM

Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WFA

WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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. 40 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.
40 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.