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Stone House Investment Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Stone House Investment 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
Q2 		– Sell
-1,400
Closed -$29.1K – 440
2024
Q1 		$29.1K Buy
+1,400
New +$28.9K 0.01% 164
2023
Q4 		– Sell
-100
Closed -$1.74K – 375
2023
Q3 		$1.74K Hold
100
– – ﹤0.01% 269
2023
Q2 		$1.91K Sell
100
-43
-30% -$750 ﹤0.01% 272
2023
Q1 		$2.51K Buy
+143
New +$2.35K ﹤0.01% 238

Other funds holding WTAI

SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Stone House Investment Management's WTAI Position: Q2 2024 in Review

Stone House Investment Management sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2024, closing a stake of 1,400 shares — an estimated $29.1K sold.

Stone House Investment Management first reported a position in WTAI in Q1 2023 and held it in 4 quarters. The position peaked at $29.1K in Q1 2024. 89 funds tracked by Wall St. Rank hold WTAI as of Q2 2024.

  • Stone House Investment Management reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q2 2024 after selling out during the quarter.
  • Stone House Investment Management sold 1,400 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2024, an estimated $29.1K.
  • Stone House Investment Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2023 and held it in 4 quarters.
  • Stone House Investment Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $29.1K in Q1 2024.
  • 89 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2024.

Based on Stone House Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.