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Rise Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Rise Advisors’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
Q4 		– Sell
-60
Closed -$1.2K – 1230
2024
Q3 		$1.2K Hold
60
– – ﹤0.01% 1160
2024
Q2 		$1.25K Hold
60
– – ﹤0.01% 1146
2024
Q1 		$1.25K Hold
60
– – ﹤0.01% 1167
2023
Q4 		$1.24K Buy
+60
New +$1.09K ﹤0.01% 505

Other funds holding WTAI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return

Rise Advisors's WTAI Position: Q4 2024 in Review

Rise Advisors sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q4 2024, closing a stake of 60 shares — an estimated $1.2K sold.

Rise Advisors first reported a position in WTAI in Q4 2023 and held it in 4 quarters. The position peaked at $1.25K in Q2 2024. 91 funds tracked by Wall St. Rank hold WTAI as of Q4 2024.

  • Rise Advisors reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 60 WisdomTree Artificial Intelligence and Innovation Fund shares in Q4 2024, an estimated $1.2K.
  • Rise Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and held it in 4 quarters.
  • Rise Advisors's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $1.25K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.