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Transce3nd’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Transce3nd’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
2025
Q1 		– Sell
-1,263
Closed -$27.8K – 1609
2024
Q4 		$27.8K Buy
+1,263
New +$27K 0.01% 489

Other funds holding WTAI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Transce3nd's WTAI Position: Q1 2025 in Review

Transce3nd sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2025, closing a stake of 1,263 shares — an estimated $27.8K sold.

Transce3nd first reported a position in WTAI in Q4 2024 and held it in 1 quarter. The position peaked at $27.8K in Q4 2024. 91 funds tracked by Wall St. Rank hold WTAI as of Q1 2025.

  • Transce3nd reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q1 2025 after selling out during the quarter.
  • Transce3nd sold 1,263 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2025, an estimated $27.8K.
  • Transce3nd first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2024 and held it in 1 quarter.
  • Transce3nd's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $27.8K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.