Provident Wealth Management’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 | $212K | Buy |
+8,641
| New | +$212K | 0.07% | 79 |
|
|
2025
Q1 | – | Sell |
-11,299
| Closed | -$249K | – | 142 |
|
|
2024
Q4 | $249K | Sell |
11,299
-4,364
| -28% | -$96K | 0.08% | 69 |
|
|
2024
Q3 | $312K | Sell |
15,663
-7,637
| -33% | -$152K | 0.11% | 61 |
|
|
2024
Q2 | $487K | Sell |
23,300
-6,749
| -22% | -$141K | 0.18% | 46 |
|
|
2024
Q1 | $624K | Buy |
+30,049
| New | +$624K | 0.23% | 43 |
|