Steward Partners Investment Advisory’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Steward Partners Investment Advisory’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 Q2	$297K	Sell
2025 Q1	$253K	Buy
2024 Q4	$276K	Buy
2024 Q3	$225K	Buy
2024 Q2	$181K	Buy
2024 Q1	$112K	Buy
2023 Q4	$72.7K	Buy
2023 Q3	$58.4K	Buy