SWP
Stratos Wealth Partners’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-857,546
| Closed | -$17.9M | – | 1526 |
|
|
2024
Q2 | $17.9M | Buy |
857,546
+48,181
| +6% | +$1.01M | 0.29% | 62 |
|
|
2024
Q1 | $16.8M | Buy |
809,365
+143,404
| +22% | +$2.98M | 0.28% | 71 |
|
|
2023
Q4 | $13.8M | Buy |
665,961
+39,689
| +6% | +$821K | 0.26% | 75 |
|
|
2023
Q3 | $10.9M | Buy |
626,272
+47,573
| +8% | +$829K | 0.23% | 89 |
|
|
2023
Q2 | $11M | Buy |
+578,699
| New | +$11M | 0.25% | 81 |
|