MRA Advisory Group
WTAI icon

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
Q3 		$293K Hold
6,709
– – 0.11% 113
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

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JP Morgan Chase
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Advocacy Wealth Management Services
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
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Osaic Holdings
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Tradition Wealth Management
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MRA Advisory Group's WTAI Position: Q3 2026 in Review

MRA Advisory Group held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q3 2026 at 6,709 shares worth $293K. The position accounts for 0.11% of the portfolio, ranked #113.

MRA Advisory Group first reported a position in WTAI in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.92M in Q3 2023. 135 funds tracked by Wall St. Rank hold WTAI as of Q3 2026.

  • MRA Advisory Group held 6,709 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $293K as of Q3 2026.
  • MRA Advisory Group left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q3 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.11% of MRA Advisory Group's portfolio in Q3 2026, its #113 holding.
  • MRA Advisory Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 5 quarters since.
  • MRA Advisory Group's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $1.92M in Q3 2023.
  • 135 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.