Stone House Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,400
| Closed | -$29.1K | – | 440 |
|
|
2024
Q1 | $29.1K | Buy |
+1,400
| New | +$29.1K | 0.01% | 164 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$1.74K | – | 375 |
|
|
2023
Q3 | $1.74K | Hold |
100
| – | – | ﹤0.01% | 269 |
|
|
2023
Q2 | $1.91K | Sell |
100
-43
| -30% | -$820 | ﹤0.01% | 272 |
|
|
2023
Q1 | $2.51K | Buy |
+143
| New | +$2.51K | ﹤0.01% | 238 |
|