Prospera Financial Services’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 | $2.51M | Buy |
102,188
+4,589
| +5% | +$113K | 0.05% | 403 |
|
|
2025
Q1 | $1.85M | Sell |
97,599
-1,592
| -2% | -$30.2K | 0.04% | 405 |
|
|
2024
Q4 | $2.18M | Buy |
99,191
+2,819
| +3% | +$62K | 0.05% | 347 |
|
|
2024
Q3 | $1.92M | Buy |
96,372
+967
| +1% | +$19.3K | 0.05% | 346 |
|
|
2024
Q2 | $1.99M | Buy |
95,405
+884
| +0.9% | +$18.5K | 0.06% | 337 |
|
|
2024
Q1 | $1.96M | Buy |
94,521
+1,845
| +2% | +$38.3K | 0.06% | 331 |
|
|
2023
Q4 | $1.92M | Buy |
+92,676
| New | +$1.92M | 0.06% | 315 |
|