SAM
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Sherman Asset Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
9,116
+41
+0.5% +$1.01K 0.2% 53
2025
Q1
$172K Buy
9,075
+40
+0.4% +$760 0.16% 63
2024
Q4
$199K Buy
+9,035
New +$199K 0.18% 57