Western Wealth Management’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	$226K	Buy	+9,202	New	+$226K	0.01%	645
2024 Q4	–	Sell	-11,638	Closed	-$232K	–	766
2024 Q3	$232K	Buy	11,638 +260	+2%	+$5.18K	0.01%	674
2024 Q2	$238K	Sell	11,378 -115	-1%	-$2.4K	0.02%	570
2024 Q1	$239K	Buy	+11,493	New	+$239K	0.02%	573