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Wellington Shields Capital Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Wellington Shields Capital Management’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
2024
Q1 		– Sell
-4,500
Closed -$93.1K – 318
2023
Q4 		$93.1K Buy
+4,500
New +$82K 0.01% 262

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ASN
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RJA
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Bank of America
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wellington Shields Capital Management's WTAI Position: Q1 2024 in Review

Wellington Shields Capital Management sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2024, closing a stake of 4,500 shares — an estimated $93.1K sold.

Wellington Shields Capital Management first reported a position in WTAI in Q4 2023 and held it in 1 quarter. The position peaked at $93.1K in Q4 2023. 80 funds tracked by Wall St. Rank hold WTAI as of Q1 2024.

  • Wellington Shields Capital Management reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q1 2024 after selling out during the quarter.
  • Wellington Shields Capital Management sold 4,500 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2024, an estimated $93.1K.
  • Wellington Shields Capital Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and held it in 1 quarter.
  • Wellington Shields Capital Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $93.1K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2024.

Based on Wellington Shields Capital Management's 13F filing for Q1 2024, filed 3 May 2024.