SYM Financial Corp’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

SYM Financial Corp’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	-2,785	Closed	-$57.8K	–	278
2024 Q1	$57.8K	Buy	2,785 +1	+0%	+$21	0.01%	126
2023 Q4	$57.6K	Buy	2,784 +6	+0.2%	+$109	0.01%	133
2023 Q3	$48.4K	Hold	2,778	–	–	0.01%	130
2023 Q2	$53K	Buy	+2,778	New	+$48.5K	0.01%	82

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 $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

SYM Financial Corp's WTAI Position: Q2 2024 in Review

SYM Financial Corp sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2024, closing a stake of 2,785 shares — an estimated $57.8K sold.

SYM Financial Corp first reported a position in WTAI in Q2 2023 and held it in 4 quarters. The position peaked at $57.8K in Q1 2024. 89 funds tracked by Wall St. Rank hold WTAI as of Q2 2024.

SYM Financial Corp reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q2 2024 after selling out during the quarter.
SYM Financial Corp sold 2,785 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2024, an estimated $57.8K.
SYM Financial Corp first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2023 and held it in 4 quarters.
SYM Financial Corp's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $57.8K in Q1 2024.
89 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2024.

Based on SYM Financial Corp's 13F filing for Q2 2024, filed 8 Aug 2024.