United Capital Financial Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

United Capital Financial Advisors’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 Q2	–	Sell
2025 Q1	$215K	Hold
2024 Q4	$249K	Hold
2024 Q3	$225K	Hold
2024 Q2	$236K	Buy