United Capital Financial Advisors’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
2025 Q2	–	Sell	-11,300	Closed	-$215K	–	1125
2025 Q1	$215K	Hold	11,300	–	–	﹤0.01%	982
2024 Q4	$249K	Hold	11,300	–	–	﹤0.01%	939
2024 Q3	$225K	Hold	11,300	–	–	﹤0.01%	970
2024 Q2	$236K	Buy	+11,300	New	+$236K	﹤0.01%	927