Waldron Private Wealth’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	$373K	Buy	15,175 +4,175	+38%	+$103K	0.02%	219
2025 Q1	$209K	Buy	+11,000	New	+$209K	0.01%	280