Planning Capital Management Corporation’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Planning Capital Management Corporation’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 Q3	$20	Hold	1	–	–	﹤0.01%	766
2024 Q2	$21	Buy	+1	New	+$20	﹤0.01%	704

Other funds holding WTAI

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

ASN

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Planning Capital Management Corporation's WTAI Position: Q3 2024 in Review

Planning Capital Management Corporation held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q3 2024 at 1 share worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Planning Capital Management Corporation first reported a position in WTAI in Q2 2024 and has held it in 2 quarters since. The position peaked at $21 in Q2 2024. 87 funds tracked by Wall St. Rank hold WTAI as of Q3 2024.

Planning Capital Management Corporation held 1 share of WisdomTree Artificial Intelligence and Innovation Fund worth $20 as of Q3 2024.
Planning Capital Management Corporation left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q3 2024.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #766 holding.
Planning Capital Management Corporation first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and has held it in 2 quarters since.
Planning Capital Management Corporation's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $21 in Q2 2024.
87 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.