Raymond James Financial
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Raymond James Financial’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Raymond James Financial’s Portfolio WTAI Stock Details WTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.17M Sell
129,017
-42,945
-25% -$1.05M ﹤0.01% 2712
2025
Q1 		$3.27M Sell
171,962
-135,088
-44% -$2.57M ﹤0.01% 2628
2024
Q4 		$6.76M Buy
+307,050
New +$6.76M ﹤0.01% 2126