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SeaCrest Wealth Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

SeaCrest Wealth Management’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
2025
Q4 		– Sell
-8,021
Closed -$243K – 670
2025
Q3 		$243K Buy
+8,021
New +$209K 0.03% 525

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SeaCrest Wealth Management's WTAI Position: Q4 2025 in Review

SeaCrest Wealth Management sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q4 2025, closing a stake of 8,021 shares — an estimated $243K sold.

SeaCrest Wealth Management first reported a position in WTAI in Q3 2025 and held it in 1 quarter. The position peaked at $243K in Q3 2025. 122 funds tracked by Wall St. Rank hold WTAI as of Q4 2025.

  • SeaCrest Wealth Management reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q4 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 8,021 WisdomTree Artificial Intelligence and Innovation Fund shares in Q4 2025, an estimated $243K.
  • SeaCrest Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and held it in 1 quarter.
  • SeaCrest Wealth Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $243K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q4 2025.

Based on SeaCrest Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.