NewEdge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.74K | Hold |
315
| – | – | ﹤0.01% | 3281 |
|
|
2025
Q1 | $5.99K | Hold |
315
| – | – | ﹤0.01% | 3253 |
|
|
2024
Q4 | $6.93K | Buy |
315
+1
| +0.3% | +$22 | ﹤0.01% | 3145 |
|
|
2024
Q3 | $6.27K | Hold |
314
| – | – | ﹤0.01% | 3084 |
|
|
2024
Q2 | $6.57K | Buy |
314
+100
| +47% | +$2.09K | ﹤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 | +$3.73K | ﹤0.01% | 2891 |
|