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WealthPLAN Partners’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-138
Closed -$2.63K – 1182
2023
Q2 		$2.63K Buy
+138
New +$2.41K ﹤0.01% 1038

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Truist Financial
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Susquehanna International Group
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MTWM
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WealthPLAN Partners's WTAI Position: Q3 2023 in Review

WealthPLAN Partners sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q3 2023, closing a stake of 138 shares — an estimated $2.63K sold.

WealthPLAN Partners first reported a position in WTAI in Q2 2023 and held it in 1 quarter. The position peaked at $2.63K in Q2 2023. 57 funds tracked by Wall St. Rank hold WTAI as of Q3 2023.

  • WealthPLAN Partners reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 138 WisdomTree Artificial Intelligence and Innovation Fund shares in Q3 2023, an estimated $2.63K.
  • WealthPLAN Partners first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $2.63K in Q2 2023.
  • 57 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.