Northwestern Mutual 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 | $73.3K | Sell |
2,984
-200
| -6% | -$4.91K | ﹤0.01% | 2112 |
|
|
2025
Q1 | $60.5K | Buy |
3,184
+2,718
| +583% | +$51.6K | ﹤0.01% | 2115 |
|
|
2024
Q4 | $10.3K | Hold |
466
| – | – | ﹤0.01% | 2730 |
|
|
2024
Q3 | $9.29K | Buy |
+466
| New | +$9.29K | ﹤0.01% | 2712 |
|
|
2024
Q1 | – | Sell |
-100
| Closed | -$2.07K | – | 3836 |
|
|
2023
Q4 | $2.07K | Buy |
+100
| New | +$2.07K | ﹤0.01% | 3050 |
|
|
2023
Q3 | – | Sell |
-2,613
| Closed | -$49.8K | – | 3558 |
|
|
2023
Q2 | $49.8K | Buy |
+2,613
| New | +$49.8K | ﹤0.01% | 1979 |
|