PO
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Private Ocean’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Private Ocean’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
Q2 		$95.9K Buy
+4,590
New +$92.2K 0.01% 211
2024
Q1 		– Sell
-4,590
Closed -$95K – 561
2023
Q4 		$95K Buy
+4,590
New +$83.6K 0.01% 197

Other funds holding WTAI

SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Private Ocean's WTAI Position: Q2 2024 in Review

Private Ocean opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2024: 4,590 shares worth $95.9K. The stake represents 0.01% of the portfolio and ranks #211 among its holdings. This is a return to the name: Private Ocean previously reported a position in WTAI as recently as Q4 2023.

Private Ocean first reported a position in WTAI in Q4 2023 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold WTAI as of Q2 2024.

  • Private Ocean held 4,590 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $95.9K as of Q2 2024.
  • WisdomTree Artificial Intelligence and Innovation Fund was a new Private Ocean position in Q2 2024.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Private Ocean's portfolio in Q2 2024, its #211 holding.
  • Private Ocean first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.