NWAM LLC’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
$1.02M Buy
39,402
+2,471
+7% +$63.8K 0.08% 216
2025
Q1
$702K Sell
36,931
-11,295
-23% -$215K 0.06% 257
2024
Q4
$1.06M Buy
+48,226
New +$1.06M 0.07% 252