Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
12,085
-1,209
| -9% | -$29.7K | ﹤0.01% | 1559 |
|
|
2025
Q1 | $253K | Buy |
13,294
+736
| +6% | +$14K | ﹤0.01% | 1537 |
|
|
2024
Q4 | $276K | Buy |
12,558
+1,248
| +11% | +$27.5K | ﹤0.01% | 1452 |
|
|
2024
Q3 | $225K | Buy |
11,310
+2,649
| +31% | +$52.8K | ﹤0.01% | 1474 |
|
|
2024
Q2 | $181K | Buy |
8,661
+3,285
| +61% | +$68.6K | ﹤0.01% | 1491 |
|
|
2024
Q1 | $112K | Buy |
5,376
+1,860
| +53% | +$38.6K | ﹤0.01% | 1708 |
|
|
2023
Q4 | $72.7K | Buy |
3,516
+166
| +5% | +$3.44K | ﹤0.01% | 1821 |
|
|
2023
Q3 | $58.4K | Buy |
+3,350
| New | +$58.4K | ﹤0.01% | 1838 |
|