Tradition Wealth Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Tradition Wealth 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
2026 Q3	$3.89M	Buy	88,977 +10,452	+13%	+$433K	0.23%	91
2026 Q2	$3.73M	Buy	78,525 +6,643	+9%	+$262K	0.23%	94
2026 Q1	$2.03M	Buy	71,882 +21,801	+44%	+$648K	0.14%	138
2025 Q4	$1.46M	Buy	50,081 +16,588	+50%	+$496K	0.1%	163
2025 Q3	$957K	Buy	+33,493	New	+$872K	0.07%	191

Other funds holding WTAI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.78B AUM 12.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Tradition Wealth Management's WTAI Position: Q3 2026 in Review

Tradition Wealth Management increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 13% in Q3 2026, buying an estimated $433K and bringing the position to 88,977 shares worth $3.89M. The position accounts for 0.23% of the portfolio, ranked #91.

Tradition Wealth Management first reported a position in WTAI in Q3 2025 and has held it in 5 quarters since. 136 funds tracked by Wall St. Rank hold WTAI as of Q3 2026.

Tradition Wealth Management held 88,977 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $3.89M as of Q3 2026.
Tradition Wealth Management bought 10,452 WisdomTree Artificial Intelligence and Innovation Fund shares in Q3 2026, an estimated $433K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.23% of Tradition Wealth Management's portfolio in Q3 2026, its #91 holding.
Tradition Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and has held it in 5 quarters since.
136 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.