Prestige Wealth Management Group’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 | $25.8K | Hold |
1,050
| – | – | 0.01% | 325 |
|
|
2025
Q1 | $20K | Hold |
1,050
| – | – | ﹤0.01% | 342 |
|
|
2024
Q4 | $23.1K | Hold |
1,050
| – | – | ﹤0.01% | 338 |
|
|
2024
Q3 | $20.9K | Hold |
1,050
| – | – | ﹤0.01% | 336 |
|
|
2024
Q2 | $21.9K | Hold |
1,050
| – | – | ﹤0.01% | 305 |
|
|
2024
Q1 | $21.8K | Hold |
1,050
| – | – | ﹤0.01% | 334 |
|
|
2023
Q4 | $21.7K | Hold |
1,050
| – | – | ﹤0.01% | 325 |
|
|
2023
Q3 | $18.3K | Hold |
1,050
| – | – | ﹤0.01% | 340 |
|
|
2023
Q2 | $20K | Buy |
+1,050
| New | +$20K | ﹤0.01% | 362 |
|