PSI Advisors’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
Q1 | – | Sell |
-488
| Closed | -$10.7K | – | 951 |
|
|
2024
Q4 | $10.7K | Sell |
488
-1,840
| -79% | -$40.4K | ﹤0.01% | 512 |
|
|
2024
Q3 | $46.4K | Sell |
2,328
-206
| -8% | -$4.1K | 0.01% | 287 |
|
|
2024
Q2 | $52.9K | Buy |
2,534
+751
| +42% | +$15.7K | 0.02% | 252 |
|
|
2024
Q1 | $37K | Buy |
1,783
+245
| +16% | +$5.09K | 0.01% | 299 |
|
|
2023
Q4 | $31.8K | Buy |
1,538
+1,378
| +861% | +$28.5K | 0.01% | 328 |
|
|
2023
Q3 | $2.79K | Buy |
+160
| New | +$2.79K | ﹤0.01% | 664 |
|