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Old Mission Capital’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Old Mission Capital’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
2023
Q3 		– Sell
-101,076
Closed -$1.93M – 1599
2023
Q2 		$1.93M Buy
+101,076
New +$1.76M 0.04% 289

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MAG
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Truist Financial
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Susquehanna International Group
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MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

Old Mission Capital's WTAI Position: Q3 2023 in Review

Old Mission Capital sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q3 2023, closing a stake of 101,076 shares — an estimated $1.93M sold.

Old Mission Capital first reported a position in WTAI in Q2 2023 and held it in 1 quarter. The position peaked at $1.93M in Q2 2023. 57 funds tracked by Wall St. Rank hold WTAI as of Q3 2023.

  • Old Mission Capital reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q3 2023 after selling out during the quarter.
  • Old Mission Capital sold 101,076 WisdomTree Artificial Intelligence and Innovation Fund shares in Q3 2023, an estimated $1.93M.
  • Old Mission Capital first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2023 and held it in 1 quarter.
  • Old Mission Capital's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $1.93M in Q2 2023.
  • 57 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2023.

Based on Old Mission Capital's 13F filing for Q3 2023, filed 15 Nov 2023.