Waldron Private Wealth’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Waldron Private Wealth’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 Q3	$433K	Hold
2025 Q2	$373K	Buy
2025 Q1	$209K	Buy