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

Spire 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
2024 Q3	–	Sell	-500	Closed	-$10.4K	–	2281
2024 Q2	$10.4K	Sell	500 -500	-50%	-$10K	﹤0.01%	1622
2024 Q1	$20.8K	Buy	1,000 +794	+385%	+$16.4K	﹤0.01%	1504
2023 Q4	$4.18K	Buy	+206	New	+$3.75K	﹤0.01%	2008

Other funds holding WTAI

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Spire Wealth Management's WTAI Position: Q3 2024 in Review

Spire Wealth Management sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q3 2024, closing a stake of 500 shares — an estimated $10.4K sold.

Spire Wealth Management first reported a position in WTAI in Q4 2023 and held it in 3 quarters. The position peaked at $20.8K in Q1 2024. 87 funds tracked by Wall St. Rank hold WTAI as of Q3 2024.

Spire Wealth Management reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 500 WisdomTree Artificial Intelligence and Innovation Fund shares in Q3 2024, an estimated $10.4K.
Spire Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and held it in 3 quarters.
Spire Wealth Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $20.8K in Q1 2024.
87 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.