Sweeney & Michel’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 | $385K | Buy |
15,796
+200
| +1% | +$4.87K | 0.14% | 97 |
|
|
2025
Q1 | $259K | Buy |
+15,596
| New | +$259K | 0.11% | 105 |
|
|
2024
Q3 | $264K | Sell |
12,883
-2,707
| -17% | -$55.6K | 0.1% | 105 |
|
|
2024
Q2 | $335K | Buy |
15,590
+2,130
| +16% | +$45.8K | 0.14% | 90 |
|
|
2024
Q1 | $272K | Buy |
+13,460
| New | +$272K | 0.12% | 96 |
|
|
2023
Q3 | $186K | Buy |
+10,794
| New | +$186K | 0.1% | 102 |
|