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NorthRock Partners’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

NorthRock Partners’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
2024
Q4 		– Sell
-106
Closed -$2.11K – 876
2024
Q3 		$2.11K Buy
+106
New +$2.09K ﹤0.01% 807

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Raymond James Financial
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ASN
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return

NorthRock Partners's WTAI Position: Q4 2024 in Review

NorthRock Partners sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q4 2024, closing a stake of 106 shares — an estimated $2.11K sold.

NorthRock Partners first reported a position in WTAI in Q3 2024 and held it in 1 quarter. The position peaked at $2.11K in Q3 2024. 91 funds tracked by Wall St. Rank hold WTAI as of Q4 2024.

  • NorthRock Partners reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q4 2024 after selling out during the quarter.
  • NorthRock Partners sold 106 WisdomTree Artificial Intelligence and Innovation Fund shares in Q4 2024, an estimated $2.11K.
  • NorthRock Partners first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2024 and held it in 1 quarter.
  • NorthRock Partners's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $2.11K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.