Park Square Financial Group’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Park Square Financial Group’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
2025 Q3	–	Sell	-300	Closed	-$7.37K	–	968
2025 Q2	$7.37K	Hold	300	–	–	0.01%	658
2025 Q1	$5.7K	Hold	300	–	–	﹤0.01%	719
2024 Q4	$6.6K	Buy	+300	New	+$6.42K	﹤0.01%	664

Other funds holding WTAI

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ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Park Square Financial Group's WTAI Position: Q3 2025 in Review

Park Square Financial Group sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q3 2025, closing a stake of 300 shares — an estimated $7.37K sold.

Park Square Financial Group first reported a position in WTAI in Q4 2024 and held it in 3 quarters. The position peaked at $7.37K in Q2 2025. 106 funds tracked by Wall St. Rank hold WTAI as of Q3 2025.

Park Square Financial Group reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 300 WisdomTree Artificial Intelligence and Innovation Fund shares in Q3 2025, an estimated $7.37K.
Park Square Financial Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $7.37K in Q2 2025.
106 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.