Wealth Alliance Advisory Group’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 |
-10,942
| Closed | -$208K | – | 203 |
|
|
2025
Q1 | $208K | Hold |
10,942
| – | – | 0.04% | 185 |
|
|
2024
Q4 | $241K | Hold |
10,942
| – | – | 0.05% | 166 |
|
|
2024
Q3 | $218K | Hold |
10,942
| – | – | 0.05% | 172 |
|
|
2024
Q2 | $229K | Hold |
10,942
| – | – | 0.05% | 169 |
|
|
2024
Q1 | $227K | Buy |
10,942
+42
| +0.4% | +$872 | 0.05% | 168 |
|
|
2023
Q4 | $226K | Hold |
10,900
| – | – | 0.06% | 163 |
|
|
2023
Q3 | $190K | Hold |
10,900
| – | – | 0.06% | 165 |
|
|
2023
Q2 | $208K | Buy |
+10,900
| New | +$208K | 0.07% | 154 |
|