Stifel Financial’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 | $1.06M | Sell |
43,217
-1,111
| -3% | -$27.3K | ﹤0.01% | 2295 |
|
|
2025
Q1 | $842K | Buy |
44,328
+1,895
| +4% | +$36K | ﹤0.01% | 2345 |
|
|
2024
Q4 | $934K | Sell |
42,433
-1,747
| -4% | -$38.4K | ﹤0.01% | 2290 |
|
|
2024
Q3 | $881K | Sell |
44,180
-52,127
| -54% | -$1.04M | ﹤0.01% | 2310 |
|
|
2024
Q2 | $2.01M | Buy |
96,307
+9,308
| +11% | +$194K | ﹤0.01% | 1717 |
|
|
2024
Q1 | $1.81M | Buy |
86,999
+17,571
| +25% | +$365K | ﹤0.01% | 1790 |
|
|
2023
Q4 | $1.44M | Buy |
69,428
+52,094
| +301% | +$1.08M | ﹤0.01% | 1904 |
|
|
2023
Q3 | $302K | Buy |
+17,334
| New | +$302K | ﹤0.01% | 2788 |
|