Spire 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
2024 Q3	–	Sell	-500	Closed	-$10.4K	–	2281
2024 Q2	$10.4K	Sell	500 -500	-50%	-$10.4K	﹤0.01%	1622
2024 Q1	$20.8K	Buy	1,000 +794	+385%	+$16.5K	﹤0.01%	1504
2023 Q4	$4.18K	Buy	+206	New	+$4.18K	﹤0.01%	2008