NewEdge Advisors
WTAI icon

NewEdge Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

NewEdge Advisors’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 		$218K Sell
4,995
-1,649
-25% -$68.4K ﹤0.01% 2756
2026
Q2 		$315K Buy
6,644
+6,120
+1,168% +$242K ﹤0.01% 2454
2026
Q1 		$14.8K Hold
524
– – ﹤0.01% 3291
2025
Q4 		$15.3K Buy
524
+500
+2,083% +$14.9K ﹤0.01% 3333
2025
Q3 		$686 Sell
24
-291
-92% -$7.58K ﹤0.01% 3915
2025
Q2 		$7.74K Hold
315
– – ﹤0.01% 3281
2025
Q1 		$5.98K Hold
315
– – ﹤0.01% 3253
2024
Q4 		$6.93K Buy
315
+1
+0.3% +$21 ﹤0.01% 3145
2024
Q3 		$6.27K Hold
314
– – ﹤0.01% 3084
2024
Q2 		$6.57K Buy
314
+100
+47% +$2.01K ﹤0.01% 3001
2024
Q1 		$4.45K Hold
214
– – ﹤0.01% 3172
2023
Q4 		$4.44K Hold
214
– – ﹤0.01% 3156
2023
Q3 		$3.73K Buy
+214
New +$3.98K ﹤0.01% 2891

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Commonwealth Equity Services
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NewEdge Advisors's WTAI Position: Q3 2026 in Review

NewEdge Advisors reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 25% in Q3 2026, selling an estimated $68.4K and leaving 4,995 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

NewEdge Advisors first reported a position in WTAI in Q3 2023 and has held it in 13 quarters since. The position peaked at $315K in Q2 2026. 136 funds tracked by Wall St. Rank hold WTAI as of Q3 2026.

  • NewEdge Advisors held 4,995 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $218K as of Q3 2026.
  • NewEdge Advisors sold 1,649 WisdomTree Artificial Intelligence and Innovation Fund shares in Q3 2026, an estimated $68.4K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #2756 holding.
  • NewEdge Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 13 quarters since.
  • NewEdge Advisors's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $315K in Q2 2026.
  • 136 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.