SYM Financial Corp’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
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%	+$124	0.01%	133
2023 Q3	$48.4K	Hold	2,778	–	–	0.01%	130
2023 Q2	$53K	Buy	+2,778	New	+$53K	0.01%	82